Client Onboarding & Data Collection

Client Onboarding & Data Collection

Automated document upload & management

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Welcome email sequence to new clients

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Scheduling introductory calls or consultations

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Questionnaire analysis and workflow routing

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Intake data parsing and import

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Consent & legal document signing workflow

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Client profile generation in database

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Automated reminders for missing documents

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Automated intake form distribution and collection

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Automated fee agreement and invoicing initiation

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Triggering welcome emails and introductory guides to clients

admiJuly 6, 20251 min read

Client Onboarding & Data Collection

Syncing client information across CRM and accounting software

admiJuly 6, 20251 min read