AI-Agents for Intake in Client Onboarding
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Send Client Welcome Email
Send complete client welcomes and flag missing intake details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Works with
24 tools
24 tools
Send Signature Requests
Send agreements for approved intakes that need a signature.
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.
Works with
10 tools
10 tools
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