New Clients Onboarded the Same Day They Sign, With Nothing Typed by Hand
Signed engagement letter in; client record, onboarding brief and welcome pack out — automatically, in minutes rather than days.
The outcome
- Eliminated all manual post-contract admin, replacing a multi-step handoff with a single automated trigger
- Ensured every new client receives a tailored onboarding brief without anyone writing one from scratch
- Got the team ready to start work the moment a contract is signed, thanks to automatic CRM updates, folder creation, and notifications
The problem
The client, a done-for-you content agency, was handling every step after a contract was signed by hand — downloading signed PDFs, updating CRM records, creating client folders, and manually notifying the team. This admin-heavy handoff ate into staff time on every single new client and left room for steps to be missed or delayed.
What we built
- Built a 15-step automation triggered the moment a contract is signed
- Validated the contract and automatically downloaded the signed PDF
- Matched the signer against the correct contact record in the CRM and pulled related deal notes and the recorded call transcripts
- Used AI to generate a tailored onboarding guide from the contract and call transcript data
- Created the client folder on the shared drive, uploaded all relevant documents, and sent chat notifications to the onboarding coordinator and workspace provisioner
Tools used
Built around the tools the client already used, documented and handed over so their team owns it.
For a financial adviser or mortgage broker, this is the same post-signature scramble — updating the CRM, building a client folder, and briefing the team by hand for every new case. Here, it all happens the moment the contract lands, so the team starts the relationship prepared rather than catching up.
Get this result
Tell us your main workflow pain point. We will outline the fix on a short call.