Templated onboarding per account and client type turns a scattered checklist into a tracked pipeline — nothing forgotten, every step timestamped, and the client kept moving without another follow-up email.
Reusable templates per account and client type, with modules, step dependencies, due-date offsets, and default assignees.
Each onboarding advances through explicit steps — sent, signed, approved — with a full trail.
A client progress portal and automated chase reminders keep paperwork moving on its own.
Intake forms feed straight into onboarding, so client-entered data lands where it's needed.
Onboarding analytics show where new clients stall — and recurring workflows cover annual compliance work too.
In-flight onboardings and the step each one is waiting on.
Onboarding templates — modules, due-date offsets, and default assignees per account and client type.
