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Create client data room and notify onboarding team

Create client data room and notify onboarding team

Onboarding forms arrive without a client folder, delaying finance and legal access. The workflow provisions a structured data room and overview doc, notifying onboarding coordinators same day.

Create client data room and notify onboarding team

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Overview

When intake forms pile up, coordinators and finance waste time creating folders and hunting documents, slowing onboarding. This flow provisions a complete client data room and overview doc automatically and alerts program coordinators, enabling same-day access and faster kickoff.

Create client data room and notify onboarding team