AI-Agents for Client Onboarding in Architecture and Engineering
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Send new project clients their scope details and shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome new project clients with their agreed scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend design clients their project plan and kickoff meeting details.
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 project agreements for client signature and file final copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsSend approved project agreements for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsSend approved design service agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsSend design agreements for signature after client intake approval.
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 approved design service agreements for project signatures.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Send approved design agreements to clients for signature.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
