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Client Experience / Client Onboarding

White-Glove Client Onboarding with Morningside

Morningside clients have consistently described our special client onboarding process as unique in the industry. According to Wikipedia, client onboarding includes new clients acquiring the necessary knowledge and skills to become effective users of the HUB platform. Our dedicated Professional Services team works closely with new clients to fully assess their needs, current processes, timeline and goals. We help establish critical resources such as glossaries and style guides, and have them in place before the first project gets started. We create efficient workflows to ensure convenience and quality and provide training on the use of our client platforms to facilitate easy and secure submission and tracking of your requests.

Client Onboarding Services

  • Account setup
  • Client needs assessment
  • Establish glossaries & style guides
  • Process development
  • Client platform training
  • Solutions architecture
  • User training
  • Establish communication guidelines

Client Platforms

Our secure, web-based platforms allow clients to request quotes, place orders and track projects online 24/7. You can also download files, generate reports and view previous projects with the click of a button. For general translation and interpretation projects, our clients use the ISO 27001-backed, Morningside HUB platform. For patent translation and filing and other IP services (e.g., recordals), clients submit projects through the Morningside IP Platform.

Client Platform Training

Morningside provides several options for user training on our client platforms:

  • Instant access to an assortment of training videos and downloadable User Guides.
  • One-on-one or group training can also be scheduled with Morningside’s Professional Services Team, as needed.

Getting Started

Platform access is available to all Morningside clients. Simply send an email to [email protected] and our team will be in touch shortly to help get you set up.