What It Is

Automated workflows that handle everything from signed contract to project kickoff. Document collection, team introductions, kickoff scheduling, and project setup—without manual coordination.

Why AEC Firms Need This

New projects are exciting but operationally chaotic. Missing documents delay starts. Clients don't know what to expect. Teams aren't prepared. Automated onboarding ensures every project starts right, every time.

What's Included

Onboarding workflow design
Automated document requests and reminders
Client portal setup (if applicable)
Internal team notification and task assignment
Kickoff meeting scheduling
Project folder and template creation

Common Questions

What triggers the onboarding process?

Usually a signed contract or won deal in your CRM. We can also trigger from e-signatures, payments, or manual activation—whatever fits your process.

How do clients receive onboarding communications?

Email sequences with links to forms, document upload portals, and calendar scheduling. Clients get a professional, organized experience that builds confidence in your firm.

Can this integrate with our accounting setup?

Yes. We can trigger invoice creation, set up billing codes, and establish payment schedules as part of the onboarding flow.

Ready to Get Started?

Let's discuss how client onboarding automation can work for your firm.

Let's Talk

Client Onboarding Automation for Boise AEC Firms