Admin Onboarding
Set your firm up for a smooth start
5 articles
- Onboarding FAQStructured 12 week onboarding with clear roles, CRM cleanup, training, and phased client launch for strong adoption.
- Your Admin DashboardYour command center for firm-wide visibility. Track activity, manage contacts, and keep everything running smoothly.
- Experience Decision-Making GuideSet your firm’s strategy for delivering a cohesive, high-impact client experience.
- Bring Clients + Prospects OnboardLearn how to bring clients into your Back Office, assign tailored Experiences, and launch your app to drive engagement with Journeys and resources
- Firm Notification ConfigurationConfigure and govern system notifications across push, email, and SMS to align client experience and internal workflows firm-wide.