Client onboarding & implementation software

Nothing gets lost
in the handover.

Handovr is the operating system for professional implementations: plan every stage, assign every task, generate every document, and see exactly where a client rollout stands. One place to run it from, not a spreadsheet plus four inboxes.

Built for Heads of Implementation, Delivery Leads, and the PMs who actually run the rollout day to day.

Built for onboarding and implementation teams, in any industry where a client rollout repeats, project after project.

Every account is provisioned by your own organization. No self-serve signup.

Automations
Teams
Slack
Outlook
Handovr
14Active
9On track
2At risk
On track
At risk
On track
Delayed
On track
At risk
On track

Built for onboarding and implementation teams, for any industry, any product, wherever a client rollout repeats, project after project.

Why teams switch

The busywork disappears. The work that matters doesn't.

Day one, not week three

A new team member runs their first project the same disciplined way your most experienced person runs their fiftieth. The playbook is already in the product.

Never stuck in one person's head

What your best people know is captured in the playbook itself. It doesn't leave when they do, and it doesn't live in one inbox.

One place, not four inboxes

Sales, delivery, and leadership check the same live status, so there are no more "where is this at?" messages to the delivery team.

Less chasing, more running the engagement

Time that went into stitching updates together and hunting for the current version of a document goes back into the actual work.

“Your playbook. You just watch things happen as they should.”

The idea behind Handovr
STAGE 1
STAGE 2
3STAGE 3
4STAGE 4
5STAGE 5
6STAGE 6
On track
On track
At risk
Not started

The problem

The handover is where projects go missing.

A client rollout survives on tribal knowledge: who owns the next step, what the last person meant in that email, which version of the SOW is actually current. Every handoff between stages, or between people, is a place for something to quietly drop.

JM
Re: Re: Fwd: onboarding docs??
“think this was sorted but not 100% sure who has the latest version”
14:02
SK
quick q on stage 4
“is this waiting on us or on them? can't tell from the thread”
09:41
RT
Client called, unhappy
“they thought this was done two weeks ago”
Yesterday

How Handovr runs it

One disciplined path, every project.

Four things happen in sequence on every rollout, and Handovr is built around that sequence, not bolted on top of a generic board.

01

Stages & Tasks

Every client, the same disciplined playbook.

Set your organization's stages up once. Task Set Templates turn what your best people already know into the default playbook, so a new team member runs their first project the same disciplined way your most experienced person runs their fiftieth.

02

Documents

Generate the paperwork, don't write it twice.

Upload a master template once. Handovr matches it to the right projects and fills every bracket placeholder straight from that project's own data: the SOW, the onboarding guide, the sign-off, ready in seconds.

[Client Name][Go-Live Date]
→
03

Automations

The next step finds the right inbox on its own.

Mark a client-comms task done and Handovr prepares the email draft or posts to the right Slack or Teams channel. Nothing is ever sent without a person reviewing it first.

04

Visibility

Know what's at risk before your client does.

A live dashboard for every project’s health, automatic escalations the moment a stage stalls or a milestone slips, and status any team can check for themselves (sales, account management, leadership) without one more "where is this at?" message to the delivery team.

23Active
18On track
3At risk
On track
At risk
Delayed

Visibility, not chasing

Anyone can check the status. Nobody has to ask.

Sales, account management, and leadership see who's testing, when they started, and when they signed off, without pinging the delivery team to find out.

Testing
Signed off
Testing
Awaiting client
Signed off

AI, built in

An assistant that already knows every project.

Ask it anything about your portfolio and get a straight answer, grounded in your own data, not a canned summary. It writes the client update before you have to, and flags who should pick up a task the moment one stalls.

Ask, don't dig

A plain-English answer about any project or the whole portfolio, in seconds.

Drafts the busywork

A client status update, written and ready to review. You decide when it sends.

Never a black box

Every suggestion is reviewed and approved by your team before anything actually happens.

Ask AIAnswered from your own data

Which projects need my attention this week?

Meridian FX is past its target date with 3 required tasks still open. The real blocker is client sign-off, not your team. Atlas Onboarding is on pace, but one task has sat untouched for 6 days.

Draft client update for Meridian FX

Ready to review in your Outlook drafts

Approve

Reassign “KYC Review” to Sarah

She has the lightest open workload

Approve

Integrations

Works with what your team already has open.

Connect once at the organization level, or per person for email. Handovr acts inside tools your team is already living in, rather than asking them to live in one more.

Outlook
Draft-only · nothing auto-sends
Slack
Org-wide, Admin-connected
Microsoft Teams
Webhook, no OAuth needed
Jira
Org-wide, Admin-connected
Salesforce
Pushes stage & date updates
More on the way
Don't see your tool? Let's talk.

Private by design

Your organization's data never crosses into anyone else's workspace.

Two-factor authentication

Turn it on for your whole team in a click.

Full change history

Every configuration change is tracked: who, what, when.

FAQ

Questions, answered.

See your own implementations in Handovr.

A 20-minute walkthrough, using a rollout shaped like the ones your team actually runs, not a generic demo script.

Book a walkthrough