Client onboarding software
Client onboarding that doesn't drop the handoff
Most onboarding goes wrong between teams, not inside them. MemoAir's AI agents carry every detail from the signed deal to delivery, account, finance and ops, so your new client never has to repeat themselves.
How MemoAir onboards a new client
Sales closes the deal
Agents capture scope, promises and contacts from calls, Slack and notes, so nothing lives only in one person's head.
Delivery gets a full brief
Kickoff starts with requirements, timelines and context already organized, not a week of catch-up questions.
Finance and ops stay in sync
Billing terms, access requests and setup tasks move to the right team automatically, with owners and due dates.
Account keeps the thread
Every decision and change stays connected, so the client hears one consistent story from your team.
Questions
What is client onboarding software?
It's software that helps a team bring a new client from signed deal to working project. MemoAir does this with AI agents that move information between the teams involved.
How is MemoAir different from an onboarding checklist tool?
Checklists track tasks. MemoAir also carries the context behind them, like what was promised on a sales call, so each team starts with the full picture.
Which tools does it work with?
MemoAir works alongside tools like Slack, Jira and Linear, so your team keeps working where it already does.
How much does it cost?
Your first project is free.