Business owner: create client intake dossiers for faster onboarding

Business owners receive intake forms that require manual data entry, causing onboarding delays. It creates a ready-to-print intake dossier and emails it to admin staff to start case setup.

Overview

Manual intake creates bottlenecks that slow onboarding and risk client satisfaction. This workflow turns each submitted form into a populated, ready-to-print dossier delivered to admin inboxes—removing manual data entry and enabling faster case setup. The result is cleaner records, fewer onboarding errors, and smoother client handoffs.

Notable Features

Create standardized intake dossiers
Email ready-to-print files to admins
Format and validate contact fields