Client Onboarder AI
Automatically launches your projects, tasks, and information requests the moment a client signs.
The problem
After the signature, onboarding drags. Information trickles in, tasks start late, and the client waits.. Client Onboarder AI detects the contract signature, creates the project workspace with predefined tasks, sends the information-collection form to the client, and notifies the team to kick off immediately.
Who is it for?
This system is designed for: Project managers, operations leads, agency and firm managers.
Ideal if your teams spend too much time on repetitive tasks that could be automated.
Signals you need it
- Manual process with frequent errors
- Processing time too long
- Team overloaded with recurring tasks
- Stagnant KPIs despite the effort
What this AI worker does
Client Onboarder AI detects the contract signature, creates the project workspace with predefined tasks, sends the information-collection form to the client, and notifies the team to kick off immediately.
How it works
Signature detected
The system detects the contract signature in the CRM.
Project creation
A project workspace is created automatically with predefined tasks.
Information collection
An intake form is sent to the client to gather what's needed.
Team notified
The team is notified, the schedule is initialized, and the project starts.
Compatible tools & integrations
Expected results
-50%
Signature → kickoff time
0
Missed information requests
100%
Projects launched within 24h of signing
Deployment mode
- Initial audit of the existing workflow
- Configuration and tailoring of business rules
- Integration with your tools (CRM, email, etc.)
- Testing phase under real conditions
- Go-live with KPI tracking
Control & security
Human checkpoints at every key step of the onboarding process.
- Human approval on sensitive actions
- Full logs and traceability
- Role-based, configurable permissions
Frequently asked questions
Yes. You define project templates per service type. The system picks the right template based on the contract.
Automatic reminders are sent. You're alerted if the client stays inactive past a defined threshold.
Yes. The Onboarder integrates with Airtable, Notion, Monday, and most project management tools. No need to change how you work.
Ready to deploy the Client Onboarder AI?
Book a diagnostic to assess how this system can fit into your existing workflow.