Onboard new clients in a day, without typing their details into five systems.
We build client onboarding software for firms that set up every new client by hand. When a proposal is signed, it collects the client's details and documents, runs identity and anti-money-laundering checks, and creates the client in your CRM, Xero and project tool.
New clients
12 in progress
Starts when a letter is signed- In onboarding
- 123 this week
- Average to open
- 1.6 dayswas 9 days
- Chases sent for you
- 46this month
- Waiting on you
- 1PEP match
Where the time goes on client onboarding.
At 10 new clients a month, that's about 52 hours back for your team.
| Step | By hand | With your own system |
|---|---|---|
| Sending the welcome pack and forms | 30 min | |
| Chasing missing documents | 2h | |
| ID and anti-money-laundering checks | 1h | 10 min |
| Typing details into the CRM, Xero and project tool | 1h | |
| Booking the kick-off meeting | 20 min | |
| Setting up folders and access | 30 min | |
| Total | 5h 20m | 10 min |
What we build, around how your team already works.
Starts on signature
A signed proposal or won deal sends the client their onboarding link.
One short form
Prefilled with what you already know, and easy to finish on a phone. No account needed.
Documents chased for you
Missing documents are chased by email on a schedule you set, and each upload is checked.
ID and compliance checks
Identity and anti-money-laundering checks run through providers like Onfido or SmartSearch, with results stored on the client record.
Entered once
Details go into your CRM, Xero and project tool once, with no retyping.
Kick-off booked
The client picks a kick-off time from your team's calendars.
HubSpot
XeroDocuSign
Outlook
SharePoint
Microsoft TeamsOff-the-shelf or built for you? How it compares.
| Compared on | Typeform, DocuSign and a checklist | Built by us |
|---|---|---|
| Fit | Built for thousands of businesses, so your team works around it | Built around how your team already works |
| Price | Per seat, so it goes up every time you hire | One flat monthly price, however many people use it |
| Your other tools | Only the integrations they've chosen to build | Connects to the tools you already use |
| Changes | Request a feature and hope it makes their roadmap | Tell us what you need, and something new ships every week |
| Set-up and upkeep | Your team's time, or a consultant you pay by the day | We do it, and it's included in the price |
| Ownership | You rent it for as long as you pay | Your business owns it |
Common questions, answered.
Can it handle KYC and AML checks?
Yes. We connect to identity and anti-money-laundering check providers, store the results on the client record, and flag anything that needs a person to review.
What if a client doesn't finish their forms?
They're reminded automatically, and your team can see who's stuck and why.
Can different types of client get different steps?
Yes. Each client type gets its own forms, documents and checks.
How much does client onboarding automation cost?
It's part of managed software: a senior developer, product manager, design, QA and ongoing fixes for a flat $6,000£4,500€5,300 a month, plus hosting at cost. There are no per-seat fees and no minimum term, and your first system is live within 30 days.
We also build the systems around it.
Client portal
A client portal in your brand, so clients stop emailing to ask where things are.
See how it worksCRM
A custom CRM built around how you sell, with no per-seat fees.
See how it worksProposal writing
AI proposal software that writes the first draft, and lays it out in your brand.
See how it works
Tell us how your team handles client onboarding today.
In 30 minutes, we'll work out where your team loses the most time and what we'd build first.
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