Client Onboarding
WHO THIS IS FOR
✓
New clients wait days or weeks to go live - and you lose momentum from the sale
✓
Onboarding is a spreadsheet, a shared inbox, and three people who "just know" the process
✓
Every client is slightly different, so nobody has been able to standardize it
✓
Your ops team spends half their time chasing documents and data from clients who already signed
✓
You've tried automating parts of it, but the workflow still breaks at the handoffs between systems
If two of these landed, the rest of this page is for you.
What we automate
Data collection
Client details, entity information, contact records, preferences, configuration choices. Collected via smart forms that adapt to what's already known - not a static PDF emailed back and forth.
Document verification
IDs, contracts, certificates, proof of address, licenses, insurance. Captured, validated against your rules, flagged when something's missing. No human reads the document unless it's genuinely ambiguous.
System provisioning
Account creation, CRM record setup, ERP entries, access credentials, workspace configuration. Data flows into every system that needs it - automatically, in the right format, with the right mappings.
Activation & handoff
Client marked as live. Welcome communication sent. Internal team notified with a clean handoff package - everything they need, nothing they have to chase.
How it works
1
Trigger
A deal closes, a contract is signed, or a form is submitted. The onboarding workflow starts automatically - no one has to remember to kick it off.
2
Collect & verify
The client receives a smart intake flow. Data is captured, documents are uploaded, everything is validated in real time. Missing items are flagged - your team doesn't chase.
🛡 Verification gate
3
Provision
Verified data flows into your systems: CRM, ERP, billing, access management, internal databases. Each system gets exactly the data it needs. No manual re-entry.
4
Activate
Client is marked live. Welcome sequence fires. Internal team gets a structured handoff - client profile, key contacts, configuration summary, outstanding items (if any). Onboarding is closed.
THE NUMBERS THAT MATTER
70-80%
reduction in time-to-live for new clients
90%+
of onboarding data collected without human follow-up
< 30 days
from kickoff to running in production
The handoff
Client: Acme Corp
Onboarded Apr 18, 2026
✅
Client profile - all collected data verified
✅
Document verification status - 4 verified, 0 flagged
✅
System provisioning log - CRM, ERP, access created
⚠️
1 item outstanding - follow-up scheduled Apr 21
✅
Communication history - 3 touchpoints logged
Reliability
BEFORE DEPLOYMENT
· Full workflow tested against your real historical onboarding cases
· Edge cases explicitly covered: incomplete submissions, document rejections, multi-entity structures, system timeouts
· Data mapping validated across every downstream system
AFTER DEPLOYMENT
· Every onboarding logged with a full audit trail
· Completion rates tracked per step
· Drop-off detection with automated re-engagement
· Drift monitoring when new document types or client segments appear
Integrations
CRM
CRM
Salesforce, HubSpot, Microsoft Dynamics, Pipedrive
ERP
SAP, Oracle, NetSuite, Microsoft Dynamics, Sage
IDENTITY & VERIFICATION
KYC providers, ID verification services, document validation APIs
COMMUNICATION
Email, SMS, WhatsApp, Slack, client portal
ACCESS MANAGEMENT
Active Directory, Okta, custom provisioning APIs
STORAGE
SharePoint, Google Drive, S3, on-prem file shares
DEPLOYMENT & SECURITY
Cloud or on-prem
Your call. Deploy where your client data has to live.
SOC 2 controls
Encryption, access control, full audit log.
GDPR-aligned
EU data residency available, data minimization supported.
No training on client data
No client data used to train external models. Full stop.
Data retention policies
Configurable per workflow. Onboarding data retained only as long as required, then purged or archived per your policy.
