Automated customer onboarding, end to end
Stop chasing clients for forms, manually checking documents and copying details into your CRM. We build you a private tool that runs the whole onboarding workflow — collection, verification, checks and record creation — and hands you a clean, complete client record at the end.
Why manual onboarding slows you down
Days of back-and-forth
Each missing field or rejected document means another email and another wait — onboarding stretches from hours into days.
Checks done by hand
Someone reads every document, cross-checks the fields and runs the screening lookup, then types the result into your CRM.
Compliance gaps
When steps are manual, it's easy to skip a check or forget to record it — a real risk for regulated onboarding.
How the onboarding automation works
One tool in your dashboard, backed by a workflow we tune against a sample of your real onboarding cases before it goes live.
1. Collect client details
The new client fills in a guided form with their information and uploads any required documents — ID, proof of address, signed contract.
2. Verify documents
An AI step reads each document, extracts the key fields and checks them against the form. Missing or mismatched items are flagged for review.
3. Run background checks
The automation calls your screening provider or a public registry, waits for the result and only advances clients who pass.
4. Create the record
On a pass, the client's details, document status and onboarding stage are written to your CRM and a welcome email is sent automatically.
Inputs and outputs
What you provide
- Your onboarding stages and the order they run in
- The fields each client must provide
- The documents you need verified (ID, proof of address, contract)
- Your screening provider or registry lookup, if any
- Your CRM or database destination
What you get back
- A guided intake form for new clients
- Extracted and verified document fields
- Pass / fail result on every background check
- A complete CRM record with onboarding stage attached
- Automatic welcome email and next-step routing
- A review queue for anything the automation is unsure about
Customer onboarding questions
What does the onboarding automation actually do?
It collects the new client's details through a form, verifies any documents they upload, runs the background checks you require, creates the account or CRM record, and sends a welcome message — without anyone on your team touching it by hand.
Which documents can it verify?
Identity documents, proof of address, contracts and certificates. The automation reads and extracts the key fields, flags anything missing or mismatched, and leaves ambiguous cases for a human to review.
Does it integrate with our CRM?
Yes. New records can be created in HubSpot, Salesforce, Pipedrive, Notion or a custom database, with the extracted fields, document status and onboarding stage attached.
How are background checks handled?
The automation calls the screening provider you already use (or a public registry lookup), waits for the result, and only advances the client to the next stage when the check passes. Failures route to a review queue.
Can it request missing information from the client?
Yes. If a field is blank or a document is rejected, the automation emails the client with a clear list of what's still needed and waits for their reply before continuing.
Is the onboarding process customisable?
Fully. You define the stages, the fields collected, the checks run and the order they happen in. We build the tool to match your existing onboarding workflow, then tune it against real cases.
Get onboarding built for your team
Send us your onboarding stages and a sample of real cases. We build the tool, tune it against your workflow and hand it over in your dashboard.