Take a new client from enquiry to active in one flow.
Capture a client's details, enrich them from the ABR, verify their ID, get the engagement signed and the first documents in, then raise the opening jobs in one guided sequence.
Onboarding is where a new relationship either starts cleanly or starts with a mess of emails, spreadsheets and half-finished checklists. Finye turns it into a single guided flow that carries a client from first enquiry through to an active record with work already underway.
Every step the client touches is branded as your practice and needs no login. They enter their details, verify who they are and sign their engagement from a link, so the admin that usually drags on for days is done before anyone has to chase it.