01 · Qualify Leads 02 · Take In Clients 03 · Screen & Route 04 · Schedule 05 · Answer Questions

Door 02 · Take In New Clients

Clients sign.
Then everything slows down.

Scattered follow-ups, missing paperwork, nobody sure who owes what. One guided conversation collects what you need, flags what's still missing, and tells the client exactly what happens next — before your team gets involved.

A preview of how it starts

Client Onboarding Concierge
Do you have any upcoming deadlines, hearings, or filings we should know about?
Not that I know of, no.
Do you have documents ready for review?
Not yet — still gathering them.
Still Needed Before We Can Start
Supporting documents
✓ Ready to Start
Try the real thing →

One Concierge, Four Industries

Built for how your industry actually onboards

Same concierge, different conversation — each industry gets its own questions, its own readiness checklist, and its own "what happens next."

⚖️
Law Firms
Matter type, conflict check, deadlines, documents ready for review.
 ❤️
Care Providers
Service need, urgency, language preference, emergency contact.
 💻
IT Providers / MSPs
Scope, systems, admin access, security requirements.
 👥
Service Businesses
Any client-onboarding business — the conversation, generalized.
Try it live →

"I don't know what you need from me. I don't know who on my team should handle this. I don't know what happens next." Every industry's version of onboarding chaos comes down to the same three sentences — this concierge is built to answer all three, every time.

Questions? info@dfwbots.com

Not the right door?

Qualify Leads Screen & Route Book & Manage Appointments Answer The Repeat Questions ← All Doors