Onboard clients faster, chase paperwork less

Consultancies, law firms and agencies lose hours to onboarding admin, document handling and reporting. Manar automates the repetitive parts so client work gets your team's full attention.

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01 / Client Onboarding

In practice A new client signs on. Rather than a week of email back-and-forth, they move through a single guided sequence that collects documents, details and signatures.

Client Onboarding

Chasing new clients for documents and details by email wastes time on both sides. A guided intake flow collects everything in one structured sequence.

Automated intake forms and document checklists
Reminder sequences for outstanding items
Welcome and engagement communication, sent automatically

02 / Documents & Contracts

In practice An engagement letter is due. It lands on the reviewer's desk pre-filled with the client's details — drafted, not blank.

Documents & Contracts

Engagement letters, contracts and client files involve a lot of repetitive drafting and review. Automation handles the routine parts so your team reviews, not retypes.

Engagement letter and contract generation
Key-term flagging on incoming contracts
Centralized, searchable client document records

03 / Reporting & Administration

In practice It's the first of the month and a client status report is due. Time entries and deliverables pull together into it on their own, instead of someone rebuilding it from scratch again.

Reporting & Administration

Billing summaries and status reports repeat on a schedule but are rarely automated. Manar compiles them from the systems you already use.

Automated time and billing summaries
Recurring client status reports
Less admin time, more billable time

Automation example

What this can look like

Illustrative concept — not a customer result. Real case studies will be published as projects complete.

Concept

Professional Services

Client onboarding assistant

Problem

New clients chase paperwork back and forth by email.

Potential solution

A guided onboarding flow that collects documents, signatures and details in one sequence.

Potential outcome

Faster onboarding, fewer emails, cleaner records.

Not sure where to start?

Let's find out what your firm needs.

A free assessment tells you exactly which repetitive tasks are worth automating first.

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