Instant Onboarding Assistant
Use official records to build complete entity profiles quickly
Say goodbye to tedious data entry and missing information – ensure every new client entity starts off accurate and up-to-date from day one.
Lightning-Fast Setup
Onboard a new client entity quickly with one simple intake step. Provide basic company info and the assistant gathers available official records to populate the entity profile.
Comprehensive & Accurate Profiles
In minutes you will have a complete digital minute book pre-populated with verified data, so key details are correct and current from day one.
Time-Saving Convenience
Significantly cut onboarding time and eliminate tedious data entry. The assistant handles the heavy lifting, so you spend less time on admin and more time on clients.
Seamless Adoption
Switch from your old system without the headaches. Our import process and onboarding support make migration simple, with little to no training needed.
How AI Powers Your Onboarding
Advanced AI workflow that transforms complex onboarding into a simple, automated process
One-Step Onboarding
Provide basic company information, and our AI will compile the relevant official records and create a ready-to-use digital minute book quickly.
Peace-of-Mind Compliance from Day One
With Instant Onboarding, your firm gains confidence that each client entity starts off with accurate, up-to-date records. Reduce errors and help avoid missed deadlines by getting set up correctly from the start.
Transform Your Entity Onboarding Today
Ready to transform your onboarding process and modernize your corporate records management? See how quickly you can build an accurate digital profile for a new client – and how much time and risk you'll save.
No credit card required • Onboarding support available • Get started free