Engage360
Automate Client Intake & Engagement Letter Lifecycle
Engage360 centralizes entire client onboarding process, integrating client intake, approval, Engagement Letter creation, eSignature & consent. It further integrates newly created clients in downstream systems like Practice Management, Workflow, & Billing. While keeping everything configurable, compliant, and completely yours!
Engage360
Engage360
Engage360
Engage360
Automate Client Intake & Engagement Letter Lifecycle
Engage360 centralizes entire client onboarding process, integrating client intake, approval, Engagement Letter creation, eSignature & consent. It further integrates newly created clients in downstream systems like Practice Management, Workflow, & Billing. While keeping everything configurable, compliant, and completely yours!
Engage360
Engage360
client onboarding, Engagement letters &
keeping systems in sync take time
and you have lost valuable hours
even before you start the engagement
client onboarding, Engagement letters &
keeping systems in sync take time
and you have lost valuable hours
even before you start the engagement
client onboarding, Engagement letters &
keeping systems in sync take time
and you have lost valuable hours
even before you start the engagement
Engage360 eliminates hidden friction points in your client onboarding process.
Engage360 eliminates hidden friction points in your client onboarding process.
Purpose-Built for Complex Workflows
Purpose-Built for Complex Workflows
Purpose-Built for Complex Workflows
Dynamic Engagement Letters
Build templates with completely configurable and customizable rules, content blocks, and live previews of client data - instantly ready for signature
Build templates with completely configurable and customizable rules, content blocks, and live previews of client data - instantly ready for signature
Approval Workflows
Define multi-level reviews and sign-offs for compliance & risk all inside the Cygnus dashboard
Define multi-level reviews and sign-offs for compliance & risk all inside the Cygnus dashboard
Seamless Data Sync
Data flows seamlessly between CCH & other Practice Managements, Hubspot & other CRMs, no more double entry or mismatched records.
Data flows seamlessly between CCH & other Practice Managements, Hubspot & other CRMs, no more double entry or mismatched records.
Achieve 80% faster client onboarding
Achieve 80% faster client onboarding
That’s hundreds of admin hours reclaimed from manual drafting, chasing wet signatures, and fixing copy-paste errors.
That’s hundreds of admin hours reclaimed from manual drafting, chasing wet signatures, and fixing copy-paste errors.
Faster turnaround
Zero data re-entry
Frictionless onboarding
Faster turnaround
Zero data re-entry
Frictionless onboarding
Transform Operational Efficiency Through Automation
Transform Operational Efficiency Through Automation
Socials
Partnerships
We are a BDO Alliance Firm
About Us
Email: sales@cygnus.ai
Tel: +1 508 380 6169 (USA)
Address: Boston, MA
Email: sales@cygnus.ai Tel: +1 508 380 6169 (USA) ddress: Boston, MA
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CygnusAI
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