Benefits of integrating Cliénta

Instead of copying and pasting client information, Cliénta automatically pushes all the information straight into FreeAgent as soon as it’s signed off. This not only saves time, but also means client information is accurate from day one. 

How Cliénta works with FreeAgent

Once connected, every new client that completes their onboarding in Cliénta and is signed off by a partner, is pushed straight into FreeAgent as a new contact and business. 

Values supplied during onboarding are automatically mapped to the matching FreeAgent fields. The firm sees a sync confirmation in Cliénta with a direct link into the new FreeAgent record so delivery work can begin straight away.

How do I get started with Cliénta?

You can connect Cliénta to FreeAgent by following these steps:

1. Sign up for Cliénta (opens in new window) and pick a plan that suits your business.
2. Go to the ‘Members’ area and add your logo, subdomain (https://your-firm.clienta.co.uk), colours and email template.
3. From your Cliénta admin dashboard, open ‘Settings’ and then click ‘Integrations’.
4. Select FreeAgent and click ‘Connect FreeAgent’. Authorise Cliénta to access your FreeAgent Practice Dashboard.
5. Send your first onboarding link to a new client. They’ll complete personal details, Companies House lookup, AML checks, ID and 64-8 HMRC authorisation on their phone, in one flow. 
6. Sign the client off in Cliénta. The contact and business appear in FreeAgent automatically, ready for your team to work on.