Stop losing prospects to onboarding friction. Client Intake & Onboarding Automation runs the entire new-client pipeline for professional services firms — parses the intake form, runs conflict check, drafts the engagement letter, composes the welcome packet, stages e-signature, and chases the signature with calibrated follow-ups. What used to be 2-3 hours of admin per client becomes 15 minutes. ## What's included - **Intake parsing + validation** — drops fragmented form data into a structured client record; flags missing required fields; validates conflict-relevant identifiers - **Conflict check assistant** — cross-references prior clients, opposing parties, related entities; surfaces potential conflicts BEFORE you commit - **Engagement letter draft** — practice-area-specific (litigation, transactional, tax, M&A, audit, fractional engagement); calibrated scope, fees, retainer, billing cadence, scope-creep language - **Welcome packet** — firm overview, your team, what to expect week 1, document checklist, secure-portal credentials, payment instructions - **Welcome email** — personalized, professional, with engagement letter + welcome packet attached - **E-signature staging** — DocuSign / HelloSign / Adobe Sign ready: signing order, signers, document blocks, anchor tags - **Follow-up sequence** — 24h, 72h, Day 7, Day 14 chase emails with progressively firmer tone; auto-pauses when signed - **Document checklist tracker** — knows which documents this practice area requires; nags client politely until complete - **Multi-firm support** — law firms, CPA practices, marketing agencies, consulting firms, financial advisors, fractional CFOs/CMOs/General Counsel - **Per-firm voice** — learns your firm's language, signature blocks, formatting standards ## Limitations - **Not an e-signature platform** — pairs with DocuSign / HelloSign / Adobe Sign; stages everything for one-click send - **Not a CRM** — pairs with HubSpot / Pipedrive / Clio / Karbon; passes structured records through - **Not legal counsel** — engagement letter language is starter; complex practice areas need partner review before send - **Not a billing system** — pairs with QuickBooks / Clio / Stripe; references invoice terms but doesn't send invoices - **U.S.-professional-services-focused** — bar association rules + state-specific engagement requirements (CA, NY, TX) adapt ## Best fit Solo + small professional services firms doing 5-50 new client onboardings per month. Law firms, CPA practices, marketing agencies, consulting firms, fractional executives, financial advisors. Especially valuable for firms where the partner does intake themselves — eliminating 2.5 hours of partner-level admin per client × 20 clients/month = 50 hours of $400/hr time freed up = $20K/month in recovered billable capacity.
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