Save time and streamline your onboarding process with our new client onboarding software
In Pixie you can create a simple, streamlined onboarding process to save time and frustration when signing up new clients.
Build a simple onboarding workflow
Use our onboarding template (provided out-of-the-box with our new client onboarding software) or build your own in minutes so that you have all the steps there when onboarding new clients.
Send automated welcome emails with document requests
Add automatic email templates to be sent to your new clients, welcoming them to the firm. Include a secure upload link for them to upload information directly into Pixie.
Assign tasks and checklists to your clients
Create a client task and send it to your client. Assign them a checklist of items you need completing and set up automatic reminders to nag them until done.
Create the clients automatically when proposals are accepted
Using ourZapierintegrations with GoProposal and Practice Ignition, you can automate the creation of your new clients as soon as the proposal has been accepted.
Automate and streamline your AML checks
Take your automation one step further by automating your AML checks with Xama. Checks cost just £1.60 per client and can be automated as soon as the onboarding workflow starts.
