Replace manual intake spreadsheets with structured onboarding workflows that capture requirements, assign teams, and set SLAs from day one.
New-client setup in consultancies and BPO firms often relies on email chains, shared drives, and ad-hoc checklists. Critical steps are missed, compliance documents arrive late, and service delivery starts on the back foot. Without a repeatable onboarding process, every engagement carries avoidable risk.
Different account managers follow different steps, leading to missing information and rework before a project can begin.
Data processing agreements, NDA signatures, and credit checks are chased manually, pushing back project start dates.
Client details are scattered across email, CRM notes, and spreadsheets, so handovers between sales and delivery teams fail.
Senior stakeholders cannot see which clients are mid-onboarding, where bottlenecks sit, or how long intake actually takes.
Purpose-built capabilities — not generic templates you have to work around.
Define stage-gated processes that guide every new client through the same checklist of tasks, approvals, and document collection.
Trigger requests for NDAs, DPAs, and credit references automatically, with reminders and escalation if deadlines are missed.
Automatically assign delivery leads, project managers, and support contacts based on service type and availability.
Capture agreed SLAs during onboarding so response and resolution targets are enforced from the first day of service.
Give leadership real-time visibility into onboarding pipeline status, average time-to-live, and completion rates.
A structured intake form collects service scope, key contacts, compliance requirements, and billing details in one submission.
The workflow automatically creates tasks for NDA dispatch, DPA signing, credit checks, and any industry-specific due diligence.
Based on service type and capacity, the system assigns a delivery lead, project manager, and support contacts with notifications.
Agreed SLA targets are recorded against the client record, dashboards are activated, and the engagement moves to active service delivery.
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Yes. SwiftCase lets you define different workflow templates for each service type, so consulting engagements follow a different path to managed-service contracts.
SwiftCase connects to popular CRMs via API, so client data captured during sales can flow straight into the onboarding workflow without re-keying.
You configure escalation rules per task type. If a compliance document is not returned within the deadline, the system can notify a senior manager or pause the workflow until resolved.
Yes. External portal access lets clients upload documents, confirm contacts, and review terms directly, reducing back-and-forth emails.
See how SwiftCase automates client onboarding for consultancies and managed service providers. Book a demo today.
