PrenticeOnboarding that respects the client.
Stack
Next.js, Stripe, PostgreSQL, Resend
Type
Client onboarding & intake platform
Timeline
8 weeks
4d → 4h
Average client onboarding time, before and after
0
Manual follow-up emails required after launch
100%
Clients complete onboarding without firm assistance
The problem
A professional services firm was onboarding new clients through a sequence of disconnected tools — DocuSign for agreements, email for questionnaires, a shared folder for documents, and manual follow-up calls when things went missing. The process averaged four days and required constant staff involvement.
The first impression clients had of the firm was a disorganized email chain. For a firm whose value proposition was precision and professionalism, the onboarding experience directly contradicted the brand.
What we built
Prentice is a structured onboarding platform that consolidates every step of client intake into a single, guided flow. New clients receive a link, complete everything in one place, and the firm has a real-time view of where each onboarding stands.
The result
Onboarding time dropped from four days to under four hours. The firm's staff went from actively managing every new client intake to reviewing completed onboardings. Several clients have commented on how professional the process feels — which is now a consistent part of the firm's pitch.
"We use the onboarding portal in sales conversations now. It's become part of how we differentiate. Clients see it and they understand immediately that we run a tight operation."
— Principal, Professional Services Client