Built for service businesses
Templates and integrations for the workflows you run every day.
Accountancy onboarding
Capture client info, run AML/KYC, get partner approval, provision records in Xero or QuickBooks, send welcome pack.
MSP client onboarding
Provision tenants in HaloPSA, Autotask or ConnectWise, request signatures, deliver portal access.
HR onboarding
Send forms, generate offer packs, request signatures, create accounts in HRIS.
Legal client onboarding
Capture intake, run conflict checks, request engagement signatures, store documents in SharePoint or Drive.
Supplier onboarding
Collect KYC, run risk checks, sign supplier agreements, create vendor records.
Sales-to-service handoff
Hand a closed-won deal from CRM to PSA, provision the customer, kick off delivery.