01 / Context & problem
The operation had outgrown its manual handoffs.
Onboarding was coordinated through email, forms and spreadsheets, making missing documents and unclear ownership common.
02 / Existing process
Work moved, but the process was hard to see.
A coordinator moved information from forms into project tools, chased documents manually and notified each team member in separate messages.
03 / Automation architecture
A connected flow with clear control points.
01
Signed client
02
Structured intake
03
Document collection
04
Workspace setup
05
Team tasks
06
Progress reminders
04 / Solution
Automation where repetition ends, people where judgment begins.
AtLoop connected intake, document collection, task creation, reminders and internal notifications around a visible onboarding status.
Human checkpoints
- Engagement lead confirms scope
- Coordinator reviews incomplete or unusual intake
05 / Outcome
A more reliable process, without invented metrics.
Faster onboarding
Fewer missing documents
A more consistent client experience