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In-flight onboardings and the step each one is waiting on.
Onboarding engine
From sent to signed to approved, on rails.
Templated onboarding per account and client type turns a scattered checklist into a tracked pipeline — nothing forgotten, every step timestamped.
- Reusable onboarding templates per account and client type.
- Each onboarding advances through explicit steps — sent, signed, approved — with a full trail.
- Intake forms feed straight into onboarding, so client-entered data lands where it's needed.
- See every in-flight onboarding and what it's waiting on.
See onboarding engine on your own book.
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