AI-Agents for Client Onboarding Specialists in Client Services
Agents help Client Onboarding Specialists guide new clients into active work.
Send signed clients a welcome with their scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsWelcome new clients with their kickoff plan and next steps.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsSend approved client agreements before work begins.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 toolsSend new clients their agreements once intake is approved.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsSend new clients their approved agreements for signing.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
