Client Onboarding & Case Management
A structured, repeatable checklist for every new client relationship, with an AI-drafted welcome email to start it off.
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. An Onboarding Case makes every step explicit and visible to everyone involved.
The category checklist populates automatically with the standard steps for onboarding a client, ready for any extras specific to that relationship, and "Draft welcome email" gives a personalised starting point you review and send yourself.
How it works
- A checklist that populates automatically with standard onboarding steps
- Tasks assigned to whoever owns each step, visible at a glance
- AI-drafted welcome emails you review before sending
- A closed case kept as a full record of exactly how onboarding went
Want to see it against your own data?
Talk to us about client onboarding & case management, or get started directly on Business Operations Platform.