In this Office Hours, Steve Drost and Will Kaplan from the Quivr team dive into how firms can use Quivr’s workflows to simplify and streamline employee onboarding—just like client onboarding.

You’ll learn:

✨ How to repurpose client onboarding workflows for employees

✨ Why onboarding staff and clients share the same core processes

✨ Tips for handling compliance, data security, and sensitive documents

✨ Creative ways to assign and reassign onboarding tasks

✨ Which Quivr masterclasses can help you build a smoother onboarding process

Whether you’re hiring one person or building out an entire team, Quivr can help you stay organized, efficient, and compliant.

📅 If you're a Quivr user – Join Office Hours live every Wednesday and get your questions answered in real time.