Professional Services · Client Onboarding
Onboarding
Weeks of email, replaced by one flow.
Marula is early, so this illustrates the type of problem and outcome we build toward — it is a representative engagement, not a named client case study. Real client case studies will replace these as they become available.
Problem
Onboarding stretched across email threads, PDFs and manual document review, with no shared view of where any given client actually was in the process.
Solution
A guided onboarding product with automated document intake and status tracking, replacing the email chain with a single flow both sides could see.
Outcome
New clients move from signed to active in days rather than weeks, with status visible to everyone involved.