A client signs on Friday and nothing happens until someone remembers on Wednesday. The folder is missing a signed page, the access rights were half-created, and your new client's first impression is you chasing him for documents.
| Cal. WM33-16 | Client Onboarding Automation |
|---|---|
| Function | Runs the onboarding journey end to end |
| Typical build | 2–4 weeks |
| Works with | Your signature or validation trigger, secure document collection forms, your CRM, HR and file-sharing tools for accounts and access rights, and a tracking screen |
| Price | from CHF 3'000 · CHF 690 diagnostic, credited |
A journey scattered across emails, files and spreadsheets, where steps slip through the cracks.
Documents (signed contract, ID, KYC/HR data) requested by hand, with tedious follow-ups.
Accounts, folders and access rights configured manually: slow and a source of inconsistencies.
The journey starts the moment the deal is signed or validated (new client, new employee).
Automatic dispatch of forms and secure collection of the required documents, with targeted follow-ups.
Creation of accounts, folders and access rights in your tools (CRM, HR, file sharing) via integrations.
A scheduled sequence (welcome emails, milestones, checkpoints), personalised.
Real-time tracking dashboard and human validation at key steps (compliance, contract, sensitive access rights).
The signature comes in and the onboarding journey starts by itself. The client gets one clear request for exactly the documents you need, the reminders are handled for him, and everything lands in one secure place instead of five inboxes. His accounts, folders and access rights are created in your tools while the welcome messages go out on the schedule you chose. You watch one screen showing where each arrival stands, and the sensitive steps, contract, compliance and privileged access, stop for a person to approve.
Illustrative scenario — exact behaviour depends on your tools and volume. No results are guaranteed.
Arrival documents and data stored on your Swiss-hosted infrastructure, never with us.
For HR and client data, which is particularly sensitive. You control everything.
The journey, access rights and document templates belong to you. Complete autonomy.
Typically 2 to 4 weeks after the diagnostic, the time needed to map your journey and connect your tools.
Diagnostic at CHF 690 (credited). Build typically between CHF 2'900 and 8'000. Starter Pack at CHF 3'900. "AutoPilot" managed support from CHF 690/month.
Yes: everything resides on your Swiss-hosted infrastructure, nLPD-compliant. You control what is collected and retained.
Completely. Workflows, templates and access rights belong to you. Managed support remains optional.
Credited towards your project if you proceed.