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Client Expectations
From fee agreements to welcome guides, your client onboarding workflow should set clear expectations on timing, costs, other requirements.
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Intake Workflow
Use conditional logic to reduce burden, simplify complex forms, and give helpful tooltips to streamline your client onboarding process.
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Case Updates
Offer context on processing timelines, expectations, and potential outcomes to ease client concerns.
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Client Communications
Standardize email templates and redesign client communications with visuals that simplify complex processes.
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