A new client, set up before the kettle boils
One form starts everything: the client record is created, the engagement letter is drafted from your templates, and the first-week task checklist appears — with your team approving each piece before it goes out.
Client information re-keyed into the practice system, the document tool, and the email thread.
New work waits days because the letter is stuck behind whoever drafts them.
Every new client kicks off an improvised flurry of tasks, and something always slips.
Nobody can say at a glance which onboardings are stuck, or where.
A single new-client form (yours or ours) becomes the only place details are typed.
The practice system, document folders and email lists are populated automatically.
The engagement letter is drafted from your own templates and precedents, ready for review.
Nothing reaches the client without a named person signing it off — the approval step is built in.
How this capability is typically applied.
From signed proposal to a fully set-up client file without re-keying.
Intake details become the matter record, conflict-check prompt and cost agreement draft.
A won pitch spins up the client folder, kickoff checklist and welcome pack draft.
A short conversation is the fastest way to find out. We'll talk through how your business runs today and where automation would genuinely help — in plain English, no obligation.