Grux
>
Solutions
>
Client Intake & Onboarding

Client Intake & Onboarding

Start every relationship faster and with fewer missed steps.

Grux collects information, validates records, coordinates approvals, schedules next steps, and keeps everyone informed. Your team stays in control while custom AI workflows handle the follow-through.

Explore Grux Software
NarrateAnnotateCommunicateNavigateIntegrateCurateAlleviateElevateRelateAutomateInvestigateValidateRadiateOrchestrateDictateCollaborate

Streamline Client Onboarding

Smart Data Collection

Gather onboarding requirements through secure intake portals. Custom AI forms guide clients, validate missing information in real time, and organize files into structured workspace folders.

Automated Document Review

Instantly check uploaded files, identity documents, or compliance forms for completeness. Automatically notify clients if re-uploads or extra signatures are required.

Provisioning & Kickoff

Trigger account provisioning, create workspace shared folders, issue welcome packages, and schedule kickoff meetings seamlessly as soon as prerequisites are met.

Key Workflow Features

Intake & Validation
Branded Client Portals
Document Checklist Sync
Real-time Validation
Automated Reminders
Team Coordination
Role-Based Approvals
Automated Account Setup
Calendar Scheduling
Milestone Tracking
Workspace Ecosystem
Google Drive & Shared Folders
Google Workspace Users
CRM Integration
Google BigQuery