Client onboarding and renewals workspace
For client success and account teams. Run each onboarding and renewal as steps your team follows, with the client record, the next steps and the portal in one place, so every next step has an owner and a date.
What the work looks like
Onboarding
Start from the Client Onboarding template: welcome and intake, gather documents, a ready-to-start check, then kickoff. Change any step to match yours, and start it when a new client is added.
Renewals
Draw a renewal as its own workflow, with the review, proposal and signature steps you use. Someone on your team opens each one by hand; Aqvori does not open it on a date.
Follow-ups
Next steps carry owners and due dates and land on each person's My Work list, beside the approvals and flags waiting for them.
How your work maps to Aqvori
Client records
Design the client profile yourself in the Dossier Builder, with fields such as a renewal date, and give several people at one client their own portal sign-ins.
Workflows
Draw your phases, approvals and hand-offs on one canvas with no code, or describe the process in your own words and let Vori draft a first version for you to adjust.
Mail and calendar
Each person connects their own, and it sits alongside the client record with the rest of the history.
How the team keeps track
- A board of every piece of work by phase, filtered to mine, my team or everyone
- A relationship health score on the client profile, worked out from meetings, commitments, projects, email and activity recorded in Aqvori. An organization can turn it off
- Work without an owner lands on the list of the people set to watch for it
- Your roles and teams decide who can see which client, and the server enforces it
What your client sees
- Where the work stands, phase by phase
- Documents to read, upload or sign, with electronic signatures built in
- A message thread with your team
- Tasks assigned to them
- Each of these is a switch: you choose what appears
What Aqvori does not do today
- A workflow cannot start itself on a date. A renewal date on a client profile is a record, and it does not open anything on its own.
- Aqvori does not read product usage. Relationship health comes only from what is recorded in Aqvori.
- There are no built-in client surveys and no built-in connector to a CRM.
- Aqvori does not invoice clients or collect payments.
- The mail, calendar and storage path we publish today is Google. If you run on Microsoft 365, ask us on the demo call.
Can renewals start automatically?
Not today. A workflow starts by hand from the client record, from a Calendly booking, or when a client, project or document is added, and not on a date. Keep the date on the client profile, open the renewal when it is time, and give it next steps with due dates.
Is this a customer success platform?
If your work runs on product usage data and automated playbooks, a dedicated customer success product will fit better. Aqvori fits when the work is steps, documents, signatures and follow-ups with each client.
Can we call clients accounts?
Yes. The Sales and Account Management word set uses Account and Deal throughout the workspace, and we apply it for you.
Can a client approve something in the portal?
A client can sign a document and message your team in the portal. Approval steps inside a workflow are decided by people on your team, so a client's signature and your internal approval stay separate.
Where do our files live?
In your organization's own Google Shared Drive, connected in your settings by an owner on your side.
Does the AI send anything to our clients?
No. Vori, the AI copilot, drafts and summarizes. Nothing reaches a client until a person on your team sends it, and Vori runs on your organization's own AI account with the provider you choose.
See it on your own accounts.
Tell us how you onboard and renew a client and we will sketch it as a workflow on the call.