Client onboarding automation
Start Billable Work Within 48 Hours of Signature
A client signs, and then... nothing happens for days. Someone has to manually re-key their intake information. Documents trickle in one at a time because there's no single place to request them. Or the file can't move until compliance steps get checked off, and those steps aren't consistent from one new client to the next.
Starting billable work in 48 hours means closing whichever of those is actually the holdup in your onboarding.
Starting billable work within 48 hours of signature depends on closing whichever onboarding gap is actually slowing you down: intake information that has to be manually re-entered, documents that trickle in without a clear request process, or compliance steps that aren't applied the same way for every new client. Different firms hit different combinations of these three.
Common questions
Frequently asked questions
It takes closing whichever of these is stalling your onboarding: intake data that has to be manually rebuilt, documents that come in without a structured request, or compliance checks that get applied inconsistently from client to client. Most firms are dealing with one or two of these, not all three.