Client Onboarding Automation: Every client's first experience, perfected.
Client onboarding automation ensures every new client gets the same thorough, professional intake experience regardless of which team member handles it. Trilo gives your team AI coworkers that automate welcome sequences, track setup tasks, collect intake information, and keep clients informed about progress. Your onboarding process runs like clockwork so you make a strong first impression and set projects up for success from day one.
How Trilo Helps
Powerful features designed for your workflow.
Automated Intake Workflow
AI coworkers run your intake process: collect information, create project spaces, send welcome communications, and schedule kickoff calls automatically.
Onboarding Task Tracking
Every onboarding step tracked with status visibility for your team and the client. AI flags when steps are overdue or stuck.
Onboarding Templates
Create onboarding templates for different client types. AI customizes each template based on the specific client's needs and service package.
The Results
Real outcomes from teams using Trilo.
Consistent First Impression
Every client gets the same thorough, professional onboarding experience.
Faster Client Setup
Automated workflows cut client setup time dramatically.
Zero Missed Steps
AI tracks every onboarding task. Nothing slips through the cracks.
Ready to transform your workflow?
Join thousands of teams using Trilo to work smarter, not harder.