Workflow Automation

OnboardFlow

Turns new-client paperwork from a week of emails into one smooth flow

What it does

When you sign a new client or hire, this agent runs the whole onboarding: sends contracts for e-signature, collects documents and details, chases missing items, creates accounts, and tells you when everything's done.

Features

Contract sending & e-signature tracking
Document collection with automatic chasing
Account and folder setup in your tools
Progress dashboard per client/hire
Templates for agencies, HR and legal

Best for

AgenciesHR teamsAccounting & legal firms