Client Onboarding
Save time and streamline your new client onboarding process in Pixie.
Start 30-day free trial
Client Onboarding
Save time and streamline your new client onboarding process in Pixie.
Start 30-day free trialSave time and streamline your onboarding process
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 out-of-the-box onboarding template 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 our Zapier integrations 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.
Save time and streamline your onboarding process
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 out-of-the-box onboarding template 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 our Zapier integrations 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.