initializing
Traditional client onboarding requires multiple hand‑offs: sales reps email contracts, admins manually upload PDFs, and data is entered into the CRM by hand. This process adds 5‑10 minutes per client, introduces transcription errors, and often fails compliance checks.
0nCore’s AI engine instantly parses signed agreements captured via the Form Builder, validates them with the HIPAA scanner, and auto‑provisions a K‑layer record in the appropriate CRM sub‑location. The 0nMCP workflow then triggers onboarding tasks without any manual steps.
Clients sign contracts through an embedded Form Builder script on your agency portal.
The AI engine extracts key fields, runs the HIPAA scanner, and normalizes data in real time.
0nMCP creates a K‑layer record in the designated CRM sub‑location and links it to the client profile.
CRO9 Neuro Engine and Voice AI send notifications, assign tasks, and launch the agency’s standard onboarding sequence.
Hierarchical data structures keep each client’s agreement, assets, and history in a single, searchable layer.
Create custom signing pages that embed directly into any agency website or client portal.
Instantly extract, validate, and secure contract data while meeting industry compliance.
Zero‑code automation creates CRM records and fires onboarding workflows in seconds.
Agencies can convert signed agreements into CRM records in just 30 seconds, eliminating manual entry and errors....
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