Calder & Wynn
Accounting firm, Boston, Massachusetts
One intake form, and the engagement letter, document chase and CRM follow on their own.
- What we built
- Automation system
- Connects
- HubSpot, PandaDoc, Karbon, Microsoft 365
- Runs on
- Make, with a custom status board
- Their colors
- #1D2B4F#C9A227#F4F5F8#5C6B8A
Calder & Wynn, automation
What their customers worried about
Onboarding a new client took five people, three tools and weeks of chasing documents by email.
One intake, everything follows
A new client fills in one intake form. The engagement letter is generated and sent for e-signature. Once it's signed, the client gets a secure upload link and a checklist, with reminders for anything missing. The CRM, the practice management system and the partner's calendar update themselves.
What we built
- A single intake form that feeds every system
- Engagement letters generated and sent for e-signature
- A document checklist with automatic reminders
- An onboarding board showing every client's status