Client Onboarding
A new client fact-find scattered across paper forms and email threads is how details get lost before the relationship even starts. We build the onboarding system that captures everything in one guided flow.
What we build
- Guided intake forms: New clients complete fact-finding through a structured digital form, not paper.
- Document collection: Required documents requested and tracked to completion per client.
- Account setup workflow: New account and policy setup tracked step by step to close.
- Advisor handoff: Completed intake data flows directly into the client's record — no re-entry.
Implementation scope
Onboarding connects directly to policy management and the client portal, so a new client's data is usable the moment intake is complete.