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This is the client-side twin of employee provisioning. When a deal is won, the workflow creates that client's SharePoint folder set from your template, opens the Teams channel and adds the account team, sends the welcome pack with an expiring upload link for the documents you need back, and schedules the kickoff. The first week with a new client stops depending on who remembered the checklist.
You mark a new client as won
Their folder set, channel, kickoff invitations, and welcome pack are created in one step
We build the folder template, the welcome pack, and the intake checklist with you.
We build the provisioning on Azure, pointed at the client site and the account team.
Missing intake documents are chased until the checklist is complete, then the owner is told in Teams.
We keep the template in step with your onboarding as it changes.
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding, run it against the permissions listed in our terms, and record every access to your per-client audit log. See how it fits together.
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Book a 20-minute call. We'll confirm the fit, the plan, and a go-live date.
Book a setup call