From 3-Day Bottleneck to Same-Day: Automating Client Onboarding
An automated intake and onboarding system that collects documents, briefs the team, and gets new clients up and running in hours — not days.
The Challenge
A boutique management consulting firm spent 3–5 days onboarding each new client — exchanging emails to collect documents, chasing e-signatures, manually building project briefs, and coordinating internally. With several new clients each month, the overhead was unsustainable and the first impression felt anything but professional.
Our Solution
We built an automated onboarding workflow that fires the moment a contract is signed: it sends a personalized intake questionnaire, collects all required documents, chases outstanding items automatically, generates a project brief using AI, and notifies the assigned team with everything they need to hit the ground running.
Implementation Approach
- 1Contract-signed webhook to trigger onboarding flow automatically
- 2Smart intake form with conditional logic based on service type
- 3Automated document collection with follow-up reminders for missing items
- 4AI-generated project brief built from intake responses
- 5Team notification via Slack and email with full client context attached
“Our client onboarding was a bottleneck — days of back-and-forth just to collect documents and brief the team. Intelluna automated the whole intake process. What used to take three days now happens in a few hours, and clients notice the difference immediately.”
Project Details
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