£5/mo or £1/user
Client Onboarding
A structured, repeatable checklist for bringing on every new client relationship.
Not part of any Bundle. Included in the Solicitor Team plan, the Mortgage Broker Team plan, the Investment Adviser Team plan, the Health Practice Team plan, and the Complete Estate Agency plan (solo/entry tiers don't include it).
Why a structured checklist
Onboarding a new client relationship touches several people and systems at once - contracts, account setup, an introduction to the right team members - and it's exactly the kind of process that quietly skips a step when it's run from memory or an email thread. A Case makes every step explicit and visible to everyone involved.
Creating a case
- Create an Onboarding Case against a CRM contact (and company, if relevant) once a deal is won or a new client is confirmed
- The category checklist populates automatically with the standard steps for onboarding a client - add any extra tasks specific to this particular relationship
- Assign tasks to whoever owns each step; the case shows at a glance what's done and what's still open
The welcome email
Use "Draft welcome email" once the case is open for an AI-drafted starting point, personalised to the client and what's been agreed - it's a draft you review and send yourself, never sent automatically on your behalf.
Closing a case
A case is complete once every checklist item is ticked off - at that point the client relationship has moved from "being onboarded" to simply "a client", with the case itself kept as a record of exactly how the process went.