- To
- Your Avenue agent
- Subject
- Onboard Alex Morgan
Onboard Alex using our standard new-client checklist. Collect the required documents and arrange the engagement signature.
YouYour next client file
starts with an email
Email your Avenue agent the brief. It sends your forms, collects documents, follows up on missing items and coordinates signatures, following your approved process.
You get an organised client file, with anything that needs your attention clearly flagged.
Guided setup · $25 free credit · No credit card required
Join the onboarding queue. We’ll confirm your setup timing.
From your inbox to a client file
One brief. The whole onboarding process in motion.
Your agent turns that brief into an organised file. Explore this illustrative example, with fictional client data.
- Completed forms and client answers
- Documents and extracted details
- Signed documents
- Missing items and inconsistencies flagged
- Progress and client communication
New client onboarding
Alex Morgan
Organised for your review
Alex’s answers, documents and signed engagement are together. Two items still need attention.
- Forms
- 1 completed
- Documents
- 2 of 3 received
- Engagement
- Signed
For your attention
Follow the brief through to the review update.
Brief. Approve. Review.
- 01
Email the brief
Tell your agent what you need. Forward relevant conversations or attach the documents you already have.
- 02
Approve the outreach
Your agent asks before contacting the client, then runs the configured forms, document collection, reminders and signature steps.
- 03
Review the result
Get an email update and an organised client file. See what’s complete, what’s outstanding and which decisions need you.
Your process, built into your agent
Your way of working is the starting point. We bring the forms, documents and instructions together, so your agent follows a process you’ve reviewed.
Your team works by email.
Your clients use a branded link.
Share your process
Bring your existing forms, checklists, templates and instructions. Avenue’s team helps configure your agent around how your business works.
Configure the workflow
Define what to collect, which checks to run and when your approval is needed, including reminders, signatures and branding.
Review before launch
Review the workflow with us before it goes live. Your team briefs the agent by email; clients complete forms, upload documents and sign through a branded link.
Start with $25
in free credit
Join the onboarding queue and get your agent configured around your process.
Get your agent set upNo credit card required
Join the onboarding queue. We’ll confirm your setup timing.
Credit for the work your agent does
Agent usage is charged against prepaid credit. The amount used depends on the requests, documents and follow-ups involved.
You can review your usage and top up in Avenue. We’ll confirm the pricing for your configured workflow during setup.
A client file’s usage varies with its scope. The illustrative file above is a product example, not a cost estimate.
Frequently asked questions
Give your agent the brief. Keep your attention on the client.
Let Avenue handle the collection, reminders and coordination that come with onboarding.
Get your agent set up