Client Onboarding
Onboard Every New Client Without Lifting a Finger
From the moment a contract is signed, Sabius runs intake, document collection, welcome emails, and internal handoffs — so every client feels like a VIP and your team never starts from scratch.
Common Bottlenecks
What's Slowing Your Team Down
Inconsistent client experience
Some clients get a polished onboarding, others get crickets.
Manual intake forms
Sending, chasing, and re-sending forms eats your week.
Documents arrive in fragments
It takes 4 follow-ups to collect everything you need to start the work.
Internal handoff confusion
Sales hands off to ops with no consistent kickoff process.
What We Automate
Workflows Built Around Your Operations
- New client welcome sequences
- Intake form delivery and tracking
- Document request and reminder workflows
- Engagement letter / contract signature follow-up
- Internal kickoff and team handoff notifications
- Onboarding milestone check-ins
Plans start at $997/month.
See Full PricingReady to Automate the Admin Work?
Book a free 30-minute automation assessment. We'll map your bottlenecks and show you what's automatable.
Book My Free Assessment