Get new clients from signed to active in days, not weeks.
An agent that runs intake, chases every document, screens against your criteria, and keeps the client informed at every step, so onboarding moves on its own instead of stalling in someone's inbox. Every step logged and auditable.
Onboarding stalls in the handoffs
New clients lose momentum in the gap between signed and active. Documents trickle in, someone has to chase them, status updates fall through, and a process that should take days stretches into weeks. The friction is not the work itself. It is the manual coordination around it.
The full onboarding workflow, run for you
One agent that carries a new client from first form to active account, configured to your process and working inside your systems.
Guided intake
Collects new-client information through a structured intake, with no back-and-forth email chains.
Document collection
Requests, chases, and verifies the documents each client needs to submit, until the file is complete.
Eligibility screening
Checks each submission against your criteria and flags what is missing or out of policy.
Status communication
Keeps the client informed at every step, so no one has to wonder where things stand.
System updates and routing
Writes each submission to your CRM, loan origination system, or practice management platform without duplicate entry, and routes exceptions to the right person with context.
Auditable logging
Every step logged and timestamped, so onboarding is auditable from intake to activation.
From intake to active account
The agent carries each new client through the same cycle, keeping them informed the whole way.
Intake
A new client starts, and the agent opens the file and gathers the required information.
Collect and verify
It requests documents, chases what is missing, and verifies each item against your checklist.
Screen and route
It checks eligibility against your criteria and routes anything that needs a human with context.
Activate
Once the file is complete, it triggers the next stage, account activation, advisor assignment, or contract execution, and notifies the right team member.
Built for document-heavy onboarding
Any operation where new clients have to clear intake, documents, and compliance before they can transact.
Alternative lenders and leasing
Automate application intake, document collection, credit requirement follow-up, and approval communication across your new client pipeline.
Wealth management and advisory
Trigger KYC document collection, account opening, advisor assignment, and welcome communication the moment a client is confirmed.
Insurance
Automate policy onboarding, coverage confirmation, document delivery, and first-payment setup without manual coordination.
Healthcare and clinics
Handle new-patient intake, insurance verification, scheduling, and pre-visit instructions before the patient arrives.
Professional services
Automate engagement letters, conflict-check follow-up, retainer collection, and matter opening without pulling billable staff off client work.
Property management
Manage lease signing, tenant document collection, move-in instructions, and utility-setup follow-up across the portfolio.
Runs on the same operating layer as every CXO system
Onboarding automation inherits the full Axon stack: conversational intelligence for intake and status updates, live integration with your CRM, loan origination, ERP, or practice management systems, exception handling, and real-time reporting on where every file stands.
Often deployed alongside
Sales Pipeline Automation
Every lead worked in minutes, qualified, logged, and routed without a rep lifting a finger.
Explore →Financial Back-Office Automation
AP, AR, reconciliations, and reporting handled by agents that work around the clock.
Explore →Custom Agentic Workflow
If a person does it repeatedly, we can build an agent to run it. Designed around your process.
Explore →Start with your slowest onboarding step.
Book a discovery call and we will map your onboarding workflow and show you where an agent removes the delay, with a clear path to a working system.
Book a discovery call →