Onboard a new client without the credential scavenger hunt.
Collect every login, asset, and network doc through one secure portal, then hand a clean package to your documentation tool. Know exactly when you're ready to go live.
Works alongside IT Glue / Hudu.
New client · Onboarding
MSPs · Day 3
- Agreement signed
- Intake completed
- network diagram uploaded
- M365/Google admin (GDAP) access
- Kickoff scheduled
Otto: Waiting on M365/Google admin (GDAP). Drafted a reminder, ready to send.
The chase
Where msps onboarding actually stalls
- Onboarding a client is a scavenger hunt for credentials.
- Network docs and asset inventory arrive incomplete.
- You can't tell when the client is actually ready to go live.
Your onboarding
Everything you chase, in one flow
Documents & assets
network diagram, asset inventory, vendor list
Account access
M365/Google admin (GDAP), servers, firewall, domain, backups
Ready when
documented, monitoring green, first ticket handled clean
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
MSPs client onboarding, answered
MSP client onboarding is how an IT services provider takes over a new client: collecting admin access (Microsoft 365 or Google, servers, firewall, domain, backups), network documentation, and asset inventory. AutoStack collects the credentials and docs through one secure portal, and Otto chases what's missing, then hands a clean package to your documentation tool.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Onboard your next msps client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.