ServicesAdmin that runs itself, built around the tools you already use
From signed agreement to briefed team in minutes New clients onboarded the same day
The signature is the trigger. The client record is created, the folders are set up, the welcome email and fact-find go out, the first appointment is booked and the team is briefed, all within minutes of the client saying yes. What used to take two or three days of admin now takes none.
- Client record, folders and welcome pack created on signature
- Fact-find, ID and first documents requested automatically
- First appointment booked and the team notified
- Every step logged so nothing is missed or done twice