Accepting a client takes an afternoon
Onboarding autopilot
Engagement letter, e-signature, intake form, and portal account, sent automatically when you accept a client.
Run · The short end of 3 to 11 weeks.
Accepting a client at 10:02 am sends the engagement letter for signature. When it is signed at 2:15 pm the intake form, portal account, folders and client record follow automatically.
How it works
Step by step.
01
You accept the client
One click in your practice software or a form.
02
The letter goes out
Your engagement letter, filled in, sent for e-signature.
03
Intake and portal follow
The intake form and a portal account arrive once the letter is signed.
04
Your team gets one notification
New client, letter signed, workspace ready.
What you get
Included in the build.
- Your engagement letter, your wording
- E-signature and a signed copy filed automatically
- Intake form and portal account created on signing
- Client record and folders created in your tools
Works with
- Karbon
- CCH iFirm
- Microsoft 365
- Google Workspace
Your data on this system
It holds the client's contact details and the signed letter. Stored in Canada, encrypted, filed into your own tools.
Typical timeline
The short end of 3 to 11 weeks.
FAQ
Onboarding autopilot questions
One in your name, billed to your card, chosen in the proposal.
The firm you'd have if you could actually staff it.
30 to 45 minutes. You leave with a written breakdown either way.