One consultation capture fans out into every step your firm runs, across the tools you already use. Design a workflow below and press run to see it fire.
Add the inputs that start onboarding and the outputs that should fire from the consult. This is a live preview of the real builder inside Onboardin5.
These are just examples. Onboardin5 fires into any tool with an API, through Make, so if your firm already uses it, we can wire it.
In the real product, our team wires these actions to your live accounts during setup. You capture the consult once, and every output runs on its own, with a receipt for each one.
You just designed the idea. Here is how it becomes real for your firm.
During the consult, your attorney fills one simple, secure form. That is the whole ask.
Our team connects every input and output you laid out to your real accounts and tests each one.
The moment you save, every output runs across every system, with a live receipt for each.
Book a fifteen-minute demo and we will turn one of your consults into a fully onboarded client, live.
Book a demo