When the scope is agreed in your CRM, the proposal can leave from there. Pick a template, attach the client, and send. Services, packages, and pricing stay under your control in OnboardMe.
Create the client once. Open an onboarding for the right people, with document requests and identity checks included. Send the invitation immediately, or save a draft for your team to review.
Send eForms and start identity verification, with optional AML screening, for the contact your system already knows. Compliance starts with the job, not from a separate chase list.
Raise and read bills, and follow recurring billing, on the same API as the proposal and the onboarding. What you invoice stays tied to the client you just brought in.
Clients, contacts, leads, and deals move with your CRM. Sync what changed, using paging and modified dates, instead of exporting the whole book overnight.
Client ID and secret over HTTPS, bound to one practice and one region: Australia and New Zealand, the United Kingdom, or South Africa. Start read-only. Turn on write access when you are ready to create work.
Coming soon
Know when a proposal is accepted or onboarding is completed, so the next step in your stack fires without polling for changes.
Coming soon
Model Context Protocol puts this same API in the hands of AI assistants. Search a client, prepare a proposal, or start onboarding from the assistant your team already uses. Same credentials. Same permissions. No second integration to build.
CRMs, practice tools, finance platforms, and products you are building. The client can start where the conversation already is.
The REST API is ready now. Webhooks, Zapier, and MCP are on the way, and they use the same practice credentials. You do not rebuild access for each new channel.
Read-only for reporting and sync. Write access to create clients, proposals, onboardings, forms, and bills. The API client only receives what you grant.
Modified dates and paging on list endpoints, with rate limits as volume grows. Incremental sync is the pattern, not a nightly export of everything.
Read endpoints support sync and reporting. Write endpoints, where you enable them, let you create and send the work from your own systems.
Clients, contacts, leads, and deals: list, load, and create. Practice profile, users, and the entity types for your region come with them.
Templates, services, and packages. Create and send a proposal. Open an onboarding with the clients, documents, and verification options you need.
Raise and read bills, and follow recurring billing. Send eForms and start identity verification, with optional AML, for new or existing contacts.
Coming soon. Event notifications, no-code automations, and AI assistants, on this same API rather than a separate login or a second integration.
