Client onboarding · the compliance edition
Client onboarding for compliance businesses: no stall, no drop-off, no unanswered question.
An elite 2027 onboarding flow takes a client from "I want this" to paid, documented and inside their own portal, with every question answered along the way. No objection left standing, no lead lost to a form.
No sign-up. The demo is set up as an EU compliance business, Northwick & Partners, with a fictional client. Let it drive, or click through yourself.
Every question answeredThe AI assistant sits at the foot of every screen and answers in the client's own language, so no question becomes a reason to stop.
Every person, every languageA multi-language flow for every client from every corner of the globe. Three languages in this demo; your build in every language your clients write in.
Straight into your own portalThe flow links directly to your bespoke portal and hands the new client to your staff, partners and managers alike.
The live demo
Watch a client onboard, or do it yourself.
The service they came for, their details first, every market and product, a saved quote, payment, documents and signature, then their portal. The strip above the widget says what each step does for you.
Prefer it on its own page? Open the demo full screen.
Where the value is
What an elite onboarding flow does for the business.
- No objection, no stall, no drop-off. A client's questions are answered where they arise, by the assistant, in their language, before they become a reason to leave.
- Every person, every language. The flow caters for every client from every corner of the globe, and the words stay yours to approve.
- Details first, price when they are ready. The lead is captured before any figure is shown; the quotation is saved under a reference they can come back to.
- Straight into your own bespoke portal. The new client, their documents and their signature land on the desks of your staff, partners and managers at once. Nothing is re-keyed.
Your own flow, built around your services: £950–£1,950, fixed in writing before we start, as an additional service to your portal. See pricing
Questions
What practices ask about onboarding.
What does an onboarding flow like this cost?
£950–£1,950 as an additional service, fixed in writing before we start. The portal itself is £4,950–£9,950 setup, then £595 a month.
Which languages does the flow run in?
The client chooses on the first screen. This demo runs in English, Deutsch and Français; your build runs in the languages your clients write in.
What happens when the client finishes?
They land in their own portal, and what they sent and signed reaches your team's desks at once.
Does the flow cover EPR, cosmetics and Responsible Person?
Yes. The demo has a flow for each: EPR registration, cosmetics safety work and a Responsible Person appointment.