Client onboarding
Every new client set up before the kickoff call
One intake sets up the record, contract, invoice, project and welcome, and each step starts the next.
Built forQopia FinancialJSI Systems
Sound familiar?
“We set things up from scratch every time”
Today
- A client says yes on Monday.
- The contract goes Wednesday, the invoice Friday.
- Kickoff slips a week, waiting on hand-offs.
With Milo Works
- One intake creates the client record.
- Contract, invoice, folders and welcome follow on their own.
- Your team opens kickoff with everything filled in.
An hour or 2 of admin per new client, spread across people and days.
Work out your hours
How it works
Each step starts the next, so nothing waits
- The systemTakes the intake and creates the record
- The systemSends the contractthen the invoice once signed
- The systemSets up the folders and the welcome
- A personRuns the first conversationwith everything filled in
- Takes the intake and creates the recordSystem
- Sends the contractthen the invoice once signedSystem
- Sets up the folders and the welcomeSystem
- Runs the first conversationwith everything filled inA person
Proof
Already running at another firm
A business coaching company set up each new client by hand: 11 steps across 4 people and 3 tools. Now intake creates the record, the contract goes out for signature, and the invoice and project follow on their own.
Your options
Client onboarding automation: 3 ways to do it
Option 1
Buy software
Best whenAn onboarding or practice-management product fits how you work.
Option 2
Build it in-house
Best whenSomeone can link your form, e-signature and billing tools.
Where we fit
Bring in a partner
Best whenThe steps cross unconnected tools, or vary by client.
Software worth looking at first
HubSpot, Dubsado and Moxo run onboarding sequences, TaxDome and Karbon serve accounting firms, Clio Grow serves law firms, and DocuSign and PandaDoc handle contracts.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about client onboarding automation
Can it handle different kinds of clients?
Yes. The intake picks the path, and each path sets up what that client needs.
Does this work for onboarding staff too?
Yes: accounts, documents and first-week tasks, set up from one record.
Do we need new software?
Often not. Most firms already own the tools. They just aren’t connected.
Often fixed alongside this
- Data entryEvery system tells the same story.
- Client follow-upsNo client request left sitting.
- Process automationThe routine work runs on its own every day, and we keep it running.
- Accounting and bookkeepingA faster close, and client documents without the chasing.
- Law firmsMatters opened and kept current, without the admin.
- Staffing and recruitingSourcing lists, call notes and placement paperwork, off recruiters’ desks.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.