2 min read

Accelerate and Optimize Client Onboarding with ShareFile®

January 02, 2023


ShareFile is excited to announce a new, enhanced capability to accelerate client onboarding agreements for service-based businesses.


Time is money, especially for client-centric businesses. Signing a client agreement is a critical step in onboarding a new client or starting a new service with an existing client and kickstarting the client-provider relationship. Both parties – clients and client-facing employees – expect the agreement process to be quick, frictionless, and easy to execute. However, it’s often impeded by miscommunication, missed deadlines, and disparate workflows. This results in a poor experience for clients and wasted time and resources, as well as lost revenue. 


In fact, companies that effectively organize and manage customer experience can realize a 20% improvement in customer satisfaction, a 15% increase in sales conversion, a 30% lower cost-to-serve, and a 30% increase in employee engagement—demonstrating that focus on the client experience can generate better business outcomes.


Accelerated Agreement for Client Onboarding focuses on optimizing the important client onboarding process with the client’s satisfaction and your employee’s time top of mind. Accelerated client agreements delivers a seamless digital experience from the very start, helping organization improve their clients’ experience that can increase client retention and automate admin tasks. 



We are excited to enable our customers to improve their client/provider relationships with exciting new product workflows that accelerate client onboarding:


Accelerated Agreements in ShareFile
Quickly add new client prospects or choose an existing client and generate a signature workflow in the same process right inside of the ShareFile UI. There’s no context switching, saving you time and headaches. 


Agreement Templates in ShareFile
Create e-signature templates for an accelerated client onboarding workflow without having to leave the ShareFile UI. Create your own templates or apply account-wide templates for easy employee access. 


Auto-Fill Agreement Templates
Integrate client data with document generation workflows for new client onboarding agreements. There’s no need to re-type in client information or have the client fill-in repetitive demographic data. Just select the prospective client and send the templated agreement.


Automated Client Onboarding Experience
Once the prospect completes the agreement, they are moved from the “prospective clients” contact list into the “client” list. At the same time, ShareFile auto-generates a shared folder with the client with the completed agreement saved in the folder. The client is automatically sent an email inviting them to create a login to gain access to their “client folder.”


This new functionality helps ShareFile address client collaboration pain points and enable businesses to:

  • Accelerate a key part of the client experience that can improve the client lifetime value through increased retention
  • Reduce the number of onboarding agreement steps by 60% and lower the cost of acquiring new clients
  • Streamline the client onboarding process to start servicing clients faster


The all-new accelerated client onboarding agreements is now included in the ShareFile Premium offering (located in the U.S.) at no additional cost. 


New to ShareFile? Try out this new feature and more for 30 days by signing up for a free trial!