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Authentication & Permissions
A tested starting point for authentication & permissions reduced repeated setup work.
We built a client onboarding workflow for a growing professional services firm that brings forms, documents, approvals, reminders, and internal handoffs into one simple process.
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A service company onboarding new customers through forms, document collection, agreements, internal setup, and multiple team handoffs.
Coretus worked across product planning, UX, backend engineering, integrations, testing, deployment, and ongoing improvements.
Make onboarding clearer for clients and reduce repetitive follow-up work for internal teams.
A guided workflow for forms, documents, signatures, approvals, internal tasks, reminders, and shared progress tracking.
New clients had to submit information, sign documents, provide supporting files, and wait for several internal teams to complete setup.
Most of the work was predictable, but staff still chased documents, sent reminders, updated CRM records, and checked status manually.
Instructions were spread across messages.
Clients see exactly what is required.
Teams relied on email and reminders.
The next task starts automatically.
Progress had to be checked manually.
Clients and staff can see onboarding status.
Clients complete forms, upload documents, and follow clear next steps in one place.
Tasks, reminders, and approvals are triggered by progress.
Clients and teams can see what is complete and pending.
Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.
A tested starting point for authentication & permissions reduced repeated setup work.
Reusable work for workflow & api layer let the team focus more time on the client’s specific needs.
This made it easier to add monitoring & reliability without rebuilding common foundations.
A tested starting point for notifications & status reduced repeated setup work.
A straightforward before-and-after view of what changed for the team and their customers.
New clients move through a clearer process.
Internal tasks are triggered instead of manually chased.
Progress is visible without repeated status emails.
The workflow gave clients a much clearer experience and removed a lot of the small follow-up tasks our team used to manage manually.