Client Onboarding
Financial Services / Accounting · Client Acquisition
Collects documents, sends checklists, and follows up on missing items — new clients are ready before their first meeting.
Your AI onboarding specialist handles the entire new client intake process for accounting and financial services firms. It sends welcome packages, distributes document checklists, tracks receipt of required documents, and follows up on missing items until the file is complete.
What it does
Sends welcome packages and engagement letters to new clients
Distributes document collection checklists (tax docs, entity info, etc.)
Tracks which documents have been received and which are outstanding
Follows up weekly on missing documents
Confirms file completeness and notifies the assigned CPA/advisor
Generates onboarding status reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
New client welcome sequence
on_new_client — Sends welcome email, checklist, and engagement letter
Document receipt tracking
weekdays — Checks for new documents received and updates tracking
Weekly missing-docs follow-up
mondays — Sends reminders for outstanding documents
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Welcome Email
Welcome to {firm_name}! We're excited to work with you. To get started, please review the attached checklist and provide the listed documents at your earliest convenience.
Document Reminder
Quick reminder — we're still waiting on the following documents for your file: {missing_items}. Please send these at your earliest convenience so we can keep things on track.
File Complete
Great news — we've received all required documents for your {service_type}. Your assigned {advisor_title} will be in touch shortly to schedule your first meeting.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Client hasn't responded to 3 follow-ups
→ Escalate to partner/account manager
Documents contain sensitive discrepancies
→ Flag for CPA review
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for recent new client communications
Identifies any pending onboardings
Drafts welcome packages for any incomplete onboardings
Sends status report of current onboarding pipeline
Pre-loaded skills
Integrations
Tracked metrics
- clients onboarded
- avg onboarding days
- document completion rate
- follow ups sent
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Firm name?
Primary services?
Other Financial Services / Accounting specialists
Tax Season Coordinator
Manages the tax prep workflow from January to April — document collection, reminders, and extension tracking.
Bookkeeper
Categorizes transactions, reconciles accounts, flags anomalies, and prepares reports — your always-on bookkeeper.
Accounts Receivable
Sends invoices, tracks payments, and escalates overdue accounts — you get paid faster.
Deploy your Client Onboarding today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime