Your procedures are documented for the regulator. Where's the version for the new relationship manager inheriting 40 client relationships?
Where the context lives
The history behind each client sits in CRM notes, Teams threads, and the head of the RM who just left. Who is, notably, no longer answering Teams.
Who owns the gap
Onboarding is licensing, attestations and system access. The client-context part is "shadow Dave." Dave left.
What Firstweek produces
A cited artifact per hire. Every statement links to the record it came from. The manager can check it. So can your auditor.
Your new RM is paid from day one and owns 40 client relationships by day two.
Until they know the history, they learn it from the clients. The clients notice.
Put a number on it →Every claim links to the record, page or Teams thread it came from.
SSO and full audit logging are built in.
Security, on the page
- Read-only connections. Firstweek never writes to, changes or deletes anything in your tools.
- Summarized at ingest. Raw messages never reach the database.
- Single sign-on with Microsoft Entra ID or Google, and role-based access for admins, managers and new hires.
- An audit log of sign-ins, source connections, artifact edits and deliveries, member changes and staff access.
- Delivery waits for the hiring manager's approval.
How Firstweek handles security →
How it compares: Firstweek vs. Workday · Firstweek vs. an AI chatbot · Firstweek vs. your company wiki · Firstweek vs. an onboarding checklist
Questions
It should. Connections are read-only, raw messages are never stored, and SSO and audit logging are built in. Send the questionnaire and we'll answer it.
When your security review clears, not at the first call.
Yes. Every statement in the artifact links to the record it came from.
Salesforce or HubSpot, SharePoint and OneDrive, Microsoft Teams and Confluence, through read-only connections. Your team signs in with Microsoft Entra ID or Google.
Talk to us about a pilot. The 30 days start after your security review, not before.