Save time and streamline your new client onboarding process in Pixie.
Start 30-day free trialSave time and streamline your new client onboarding process in Pixie.
Start 30-day free trialIn Pixie you can create a simple, streamlined onboarding process to save time and frustration when signing up new clients.
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.
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.
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.
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.
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.
In Pixie you can create a simple, streamlined onboarding process to save time and frustration when signing up new clients.
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.
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.
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.
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.
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.