Build and run tooling
without the fuss

A managed and monitored execution environment to scale the software development lifecycle for the benefit of your team, customers, and business.

Where It Starts

Lead comes in

Sits in an inbox. No auto-routing. No system trigger. Just “hey, can someone handle this?”

What Holistc™ Does

Intake is instant

Leads route into the system. Forms are smart. Required fields. Auto-tagged. Stored where they should be

Where It Starts

Forms are scattered

Client sends info in whatever format they want — PDF, photo, Word doc. No naming rules. No folder structure. Just vibes.

What Holistc™ Does

Docs are clean

We enforce naming rules, folder logic, and sync to your cloud. No digging. No duplicates.

Where It Starts

One admin does everything

Manual entry, chasing docs, sending reminders. If they’re sick or away? Everything stalls.

What Holistc™ Does

Approvals have structuret

Approvers get notified. Deadlines are tracked. Every step is logged. No more “did this get sent?”

Where It Starts

Approvals disappear

Buried in emails. No alerts. No logs. No accountability.

What Holistc™ Does

Everyone’s synced

From onboarding forms to job cards to CRMs — data flows automatically. One update = everywhere updated.

Where It Starts

No source of truth

Details live across spreadsheets, Slack, Trello, email. Everyone's copy-pasting — CRM, invoice, project tracker. Again and again.

What Holistc™ Does

Clients stay informed

Status pages, auto-emails, milestone alerts. Clients don’t have to ask. They already know.

The Result

Onboarding runs itself. No burnout. No memory-based workflows. Just clients getting the experience they were promised — fast, clean, and fully dialed in.

How We Help – Holistc™

Whatever your security goals, our platform helps you reach them faster than traditional solutions.

Trigger-Based Onboarding

Every client form, doc, and request → captured, named, and routed instantly
Smart workflows assign next steps — no manual tracking, no missed handoffs
Fallback logic keeps onboarding flowing even when staff are away
You stop relying on memory — the system knows what to do, every time

Workload Split, Follow-Ups Handled

Tasks assigned by logic — not who’s “available”
Auto-reminders and escalations keep onboarding on schedule
No more chasing updates or wondering what’s next
Your onboarding runs smooth — even when someone’s out

Real-Time Status & Client Confidence

Dashboards show where each client’s at — no guessing, no inbox digging
Clients get auto-updates — not “Just checking in” emails
Reports build themselves — showing progress, blockers, and timelines
You get onboarding that runs itself — and earns trust from day one

Manual onboarding is costing you more than time.

Your team’s buried in low-value work — copying client details into CRMs, chasing approvals, naming files, and reminding people to follow up. It’s a system built on memory and manual effort — and it breaks the moment someone’s sick, out, or overloaded.

Client Onboarding Automation · Smart Intake Forms · Approval Routing · CRM Auto-Sync · Document Collection Workflows · Digital Signature Flows · Custom Client Dashboards · Real-Time Onboarding Tracking · Automated Welcome Sequences · Intake-to-Delivery Automation · Form Auto-Fill · Folder Structuring & File Naming · PDF Parsing & Storage · Task Assignment Logic · Internal Handoff Automation · SLA Tracking · Calendar-Integrated Scheduling · Email Parsing & Follow-Up Automation · Status-Based Alerts · Client Comms Automation · Audit Trail Generation · Low-Code Workflow Builders · API Integrations · System-to-System Data Syncing · Role-Based Access Flows · Multi-Platform Triggers · Human-in-the-Loop Steps · No-Code Updates · Slack & Trello Automation · Error-Proof Intake Systems · Cross-Tool Visibility · Operational Transparency · Scalable Onboarding Systems · Reduced Manual Input · First-Touch Efficiency · Seamless Client Experience

Workflow automation changes that.

Smart intake forms, automated approval routing, synced updates across platforms — these aren’t just upgrades, they’re how modern teams scale onboarding without scaling headcount. tem built on memory and manual effort — and it breaks the moment someone’s sick, out, or overloaded. Replace the bottlenecks with structured, resilient client onboarding systems. Get new clients in fast. Keep your team focused. And let the process run — even when people can’t.