Everything starts with the Onboarding! Kickoff any number of automations, sort your Clients into logical groups & customize their experiences based on the paths they choose.
Customize the Kickoff Form with your questions and custom data fields
Easily create Custom Fields on the fly while customizing the Kickoff Form
Use Choice Blocks for your clients to choose from different registration paths
Automatically trigger a FLOW for a new Client to complete before access to the Portal
Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
Stop doing everything manually, and harness the power of Automation!
Build automated workflows that put your guide your clients through onboarding
Circles give you the power to make assignments based on Circle affiliation
Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form
Pre-create entire sets of Portal Pages, file repos, and assign via Circle
I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. One word, streamlined.