Client Onboarding and Experience

Create a seamless and professional experience for your clients from their very first contact through the completion of their engagement. Our support includes:

• Setting up and automating client onboarding processes
• Drafting and sending engagement letters and agreements
• Managing conflict checks and file opening procedures
• Client communication and follow ups

A well-managed onboarding process not only impresses clients but also sets the stage for a successful and efficient working relationship, reducing misunderstandings and improving overall client satisfaction.