Client Success Engine
Transform signed contracts into fully automated client onboarding in minutes. Watch as tasks, owners, portals, and status reports are generated automatically.
Agencies
Consulting
Legal
Accounting
Onboarding time
85% Faster
Setup to kickoff
< 10 min
Status updates
100% Automated
Setup Wizard
Step 1 of 4
Target: 7 days
Progress: 1/4
Automation Status
⏸️ Ready
0 steps
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Extracting client details from contract documents...
Pending
•
Generating personalized project templates...
Pending
•
Creating workspaces and assigning team members...
Pending
•
Provisioning client portal and access...
Pending
•
Scheduling reports and notifications...
Pending
Generated Project Plan
Onboarding Tasks
View:
No tasks generated yet
Complete the setup wizard and run the automation to see tasks appear here
Client Portal
Welcome, Client!
Status: Active • Updated just now
Weekly Status Report
Week 1 Progress for Client
Hello Team,
✅ Completed (0)
- Tasks will appear here after automation runs
🔄 In Progress (0)
- Active tasks will show here
📧 Sent automatically every Friday at 9 AM
Project Summary
No Client Selected
Timeline: 7 days
Tasks: 0 total
Billing: — • —
Tasks: 0 total
Billing: — • —
📋 Project Board
✍️ DocuSign
🌐 Portal
📧 Reports