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Client Intake & Onboarding

Document Collection & E-Signature

  • Saves time
  • Wins more work
  • Cuts errors
  • Replaces manual labor
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DC

Built from

  • secure upload requests you send by email or text
  • an e-signature tool for agreements and consent forms
  • a checklist that tracks what each client still owes you
  • automatic reminders to clients with missing items
  • a secure database that files everything under the right client

What it does

Document Collection & E-Signature

A guided way to request, collect, and get signatures on the documents you need from clients, all online. It tells you who has completed what and reminds the ones who have not.

Where it fits

Trigger, work, handoff

  1. We set up your standard document requests and signable forms.
  2. You send a client a single secure link for everything they need to provide.
  3. The client uploads files and signs from their phone or computer.
  4. The system tracks who is complete and nudges anyone who is not.
  5. Every signed document files itself under the right client automatically.

What a build includes

In scope

secure upload requests you send by email or textan e-signature tool for agreements and consent formsa checklist that tracks what each client still owes youautomatic reminders to clients with missing itemsa secure database that files everything under the right client

What has to be decided

Before the quote

The documents requested, the forms clients sign, and the reminder schedule are all built around your paperwork and process. We can create different document sets for different services and connect signed files to your client records.

More in Client Intake & Onboarding

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Custom Client Intake Forms

Send polished, branded forms that collect exactly what you need the first time.

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Quick-Capture Call Forms

Log every caller's details in seconds while you are still on the phone.

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Client Records Hub

Every client, contact, and note in one searchable place your whole team can trust.

All 6 in Client Intake & Onboarding · Example systems

Want Document Collection & E-Signature for your business?

We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.

Discuss this build