Profitability starts with onboarding
Smart intake, engagements and workflows that get every client started right.
Let AI handle the busywork of intake
- Uploaded files renamed automatically
- Client emails drafted and polished
- Discovery notes saved to the client record
- Information and documents collected automatically
- Questionnaires, matching and task triggers on autopilot
Onboarding clients will remember
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Frictionless experience
One guided flow from welcome to work started.
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Automated intake & requests
The right questions and documents, every time.
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Standardized for growth
The same great onboarding, whoever runs it.
Start work faster, with everything you need
- Custom questionnaires and document request lists
- AI matches files to the right requests
- Tasks triggered automatically when intake is done
An easy client experience
- Guided steps and timely prompts
- Shared status visibility
- Forms, checklists, letters and payments in one place
Onboarding that protects margins
- Engagement letters with built-in pricing
- Reusable templates for every service
- eSignatures and payments embedded
- Tasks created automatically after signing
Consistent onboarding, no matter who runs it
- Onboarding workflow templates
- Task automation between steps
- Every conversation logged
- Real-time status visibility
Frequently asked questions
Can’t find what you need? Our team is happy to help.
A guided flow covering intake, engagement letters, signatures, payment and the first tasks for every new client.
Yes. Build separate templates for tax, bookkeeping, advisory and more.
Automatic reminders follow up, and your team sees exactly what’s outstanding.
Yes. Collect deposits or retainers as part of the engagement.
Scope and pricing are agreed up front in the engagement, before work starts.
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size