Client Onboarding AgentNew client signed, the whole setup runs itself
When a client signs, this agent reads the contract and spins up everything: the project, the milestones, a deposit invoice, the client portal, and a warm welcome message. The client gets a polished first experience and you skip an hour of setup the moment the ink dries.
Project From The Contract
Reads the signed agreement and builds the project, scope, and value automatically. You never retype the deal.
Milestones Mapped
Turns the contract timeline into milestones so the work is structured from day one. No manual planning step.
Deposit Invoiced
Queues the deposit invoice straight away so the first payment never slips through the cracks.
Portal Created
Spins up the client portal for their stakeholders. They get one place to track everything from day one.
Warm Welcome
Writes a welcome in your voice that sets up the discovery call. Friendly, but clear on next steps.
Repeatable Quality
Three clients in one week all get the same clean setup. No missed deposits, no forgotten portals.
Turns a signed contract into a live projectSo onboarding never sits for a week.
Reads the signed agreement from wherever it lands and sets up from there.
Works from the agreement you already closed, no retyping.
Builds the full first-week setup the hour the contract is signed.
One message.
Every action.
No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.
Explore more agents tostart every engagement clean
Contract Generator
Describe your project in plain language. Gets back a full contract with scope, milestones, payment terms, and IP clauses.
Project Kickoff Agent
New project? AI creates the project, links the contract, sets milestones, creates initial tasks, and schedules the first check-in.
Milestone Invoice Tracker
Track milestone-based invoicing. AI notifies when a milestone is hit and sends the client the next invoice for that stage.
Client Offboarding
Project ending? AI sends final deliverables summary, last invoice, feedback request, and archives the project.