Client Onboarding & ManagementPurpose
1.2 Reduce manual compliance risks and ensure documentation is completed before service engagement.
1.3. Integrate document management across accounting platforms for seamless client records.
1.4. Automate reminders, e-signature capture, storage, and follow-up for legal agreements.
Trigger Conditions
2.2. Change in client status to “engaged” or “pending contract.”
2.3. Assigned onboarding task marked as started.
2.4. Deadline for legal documentation approaches.
Platform Variants
• Feature/Setting: Envelope API; Auto-generate NDA template and send for signature on new client creation.
3.2. Adobe Sign
• Feature/Setting: REST API; Configure webhook to auto-send contracts when onboarding trigger fires.
3.3. PandaDoc
• Feature/Setting: Templates & Document Generation API; Map custom fields from CRM for personalized contracts.
3.4. HelloSign
• Feature/Setting: Signature Request API; Trigger NDA dispatch and collect e-signatures, with webhook for status updates.
3.5. Dropbox Sign
• Feature/Setting: Embedded Signing API; Automatically generate contract links post-client registration.
3.6. Salesforce
• Feature/Setting: Flow/Process Builder; Initiate contract generation and route documents to correct approval workflow.
3.7. Microsoft Dynamics 365
• Feature/Setting: Power Automate integration; Auto-populate and send legal docs upon opportunity closure.
3.8. Zoho CRM
• Feature/Setting: Blueprint & Custom Functions; Use trigger to create and send NDA using field data.
3.9. HubSpot
• Feature/Setting: Workflow Automation; Auto-email legal documents based on lifecycle stage.
3.10. Pipedrive
• Feature/Setting: Workflow Automation & Marketplace app; Generate and attach contracts when deal moves to onboarding.
3.11. QuickBooks Online
• Feature/Setting: Workflow Extensions; Auto-send NDA upon client registration in books.
3.12. Xero
• Feature/Setting: WorkflowMax & apps; Trigger contract email for new client in accounting workflows.
3.13. Google Workspace
• Feature/Setting: Apps Script & Drive API; Generate from template, auto-fill fields, and share with recipients.
3.14. Microsoft SharePoint
• Feature/Setting: Power Automate; Store executed NDAs and automate reminders for missing contracts.
3.15. Slack
• Feature/Setting: Workflow Builder & API; Notify stakeholders on contract status and reminders.
3.16. Zapier
• Feature/Setting: Multi-step zaps; Connect form tools to e-signature platforms for automated dispatch.
3.17. Jotform
• Feature/Setting: Webhook and PDF Generator; Capture data, generate contract, and auto-email on submit.
3.18. Formstack
• Feature/Setting: Workflow Automation; Generate and send custom NDAs post-form submission.
3.19. Typeform
• Feature/Setting: Webhook & Google Docs integration; Collect responses, auto-fill, and generate contract.
3.20. Trello
• Feature/Setting: Butler Automation; Create onboarding cards, trigger NDA creation, and checklist updates.
3.21. Monday.com
• Feature/Setting: Automations & Doc integrations; Track contract status and auto-send next steps.
3.22. FreshBooks
• Feature/Setting: Workflow automations; Trigger NDA with invoice or client record creation.
3.23. Clio
• Feature/Setting: Workflow & task automation; Generate and link contracts to client matters.
Benefits
4.2. Full audit trails of contract workflow and compliance.
4.3. Accelerated onboarding, increasing client conversion speed.
4.4. Decreased risk of missed or incomplete legal documents.
4.5. Automated notifications reduce follow-up and admin effort.