Start client relationships right with AI-powered onboarding. This Genesis portal guides new clients through intake, collects essential information, and sets up projects automatically.
What Is Client Onboarding?
Client onboarding is the process of welcoming new clients and gathering what you need to start work. AI streamlines intake forms, document collection, and project setup.
Why Automate Onboarding?
- Professional First Impression: Polished intake experience
- Information Collection: Gather everything upfront
- Expectation Setting: Clear scope and timelines
- Automatic Setup: Projects created from intake
- Consistency: Same great experience every time
How To Onboard Clients
- Send the onboarding portal link
- Client fills in information
- AI sets up their project workspace
- Kick off with everything ready
Build client tools with Taskade Genesis.