An end-to-end automation system that handles client onboarding, document collection, invoicing, and follow-ups — all without manual effort.
Agencies, consultants, and service businesses drowning in repetitive admin tasks.
Eliminate manual busywork and ensure zero follow-ups are ever missed.
See how automation transformed a manual, error-prone process into a seamless workflow.
Every step of client onboarding, handled automatically.
Automated welcome sequence triggered the moment a client signs up.
Automatic reminders for required documents with status tracking.
Invoices auto-generated and sent on trigger (test mode).
Escalating payment reminders — gentle nudges to urgent notices.
Results from demo workflow implementation
Results shown are from a demo workflow. Live deployments use client data and production accounts.
Built on reliable, proven platforms.
Client intake and data collection entry point.
Workflow automation engine connecting all services.
Centralized client status tracking and team visibility.
Automated invoice generation and payment processing.
