AI Agents / Client Onboarding & Intake Agent
The handoff from signed contract to actual work is where service businesses lose time. Clients forget to send the documents. You forget to remind them. By the time everything's in, you've already lost a week. This agent runs the onboarding so the engagement starts on time.
we map your current onboarding steps, the documents you actually need, and where clients usually stall
workflow, intake form, document collection, and e-signature integrations configured in your accounts
a sample client runs through onboarding end-to-end, we adjust timing and friction points together
go-live with monitoring, typically deployed in 3 business days
The opposite. Clients usually read a well-run onboarding as 'this firm has its act together.' Messages are written in your voice and the system runs in the background, not in their face.
We build conditional logic into the intake. A new bookkeeping client and an audit prep client can hit the same starting point and end up with different document lists based on what they tell you.
No. It works alongside your CRM. The agent handles the messaging and collection workflow, your CRM stays the source of truth for client records.
Yes. Everything is built in your accounts. You own the workflows, forms, templates, and integrations outright.
You get 14 days of post-launch support included. After that, Monthly Optimization keeps everything running and improving for $500/mo.
I monitor your workflows for failures and fix them before they slow down onboarding. I tune the reminder cadence and message copy based on what's actually moving the document-return rate, swap in better LLM models as they release, and adjust the flow when your forms or e-sign tool pushes updates. Monthly call to review what's working.