Client Onboarding
Streamline new client intake with configurable forms, document collection, verification workflows, and automated welcome communications - from first contact to fully onboarded.
Best for: professional services, financial services, insurance, and any organisation with a structured client intake process.
What's Included
- ✓ Configurable intake forms
- ✓ Document collection and verification
- ✓ KYC/AML checks for regulated industries
- ✓ Multi-stage approval workflows
- ✓ Automated welcome communications
- ✓ Client portal access provisioning
- ✓ Task assignment and tracking
- ✓ SLA tracking for onboarding time
- ✓ Integration with CRM systems
- ✓ Onboarding analytics and bottleneck reporting
Key Capabilities
📋 Intake Forms
Configurable forms that adapt based on client type, industry, or product.
✅ Verification
Document upload, identity checks, and approval workflows in one flow.
⚡ Automation
Welcome emails, portal access, and task creation triggered automatically.
📊 Analytics
Track onboarding times, identify bottlenecks, and improve the experience.
What changes when this is in place
Faster time-to-activation
Clients go from prospect to paying customer in days, not weeks. Automated workflows and clear status tracking eliminate administrative delays.
Nothing falls through the cracks
Every step, document, and approval is tracked. Task assignment and SLA monitoring ensure nothing is forgotten or lost in email.
Consistent experience for every client
Configurable forms and automated communications mean every client gets the same professional, on-brand experience regardless of who handles their intake.
Clear visibility for managers
Real-time dashboards show pipeline health, bottleneck identification, and onboarding performance metrics at a glance.