Agent library / Client service / Client offboarding
Client offboarding
When a client leaves, PitCrew works your closing checklist: calculates any refund of prepaid fees under the agreement, creates the tasks for each team and records the reason. Billing and the advisor approve.
When it runsWhen a client gives notice or an outgoing transfer arrives
Who approvesBilling and the advisor
Works withCRM, signed agreements, custodian data
How it works
4 steps. A person decides at the end.
- Spots the departureNotice or an outgoing transfer
- Calculates the refundUnder the signed agreement
- Builds the checklistTasks for billing, operations and the advisor
- A person approvesBilling and advisor approveRefund and closing steps
What it reads and what it produces
Reads
- The signed agreement
- Fees billed
- Custodian data
Produces
- A refund calculation
- A closing checklist
- The reason recorded
Rules it follows
- Follows the agreementThe refund comes from the signed terms.
- Never sends moneyBilling processes the refund.
Questions firms ask
Last updated: October 2026
Why calculate the refund?
Prepaid fees not refunded after a client leaves is a known exam finding.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Client service
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.