Create new client records and onboarding workspace instantly
Create new client records and onboarding workspace instantly
Your client intake form submissions leave new accounts unstructured, delaying document collection and project setup. Get consistent client records and folders ready for onboarding the same day.
Overview
Intake forms often create fragmented client records that slow onboarding and waste time. This flow converts submissions into a complete client contact, folder set, and templated project workspace so project managers and account leads can begin work the same day.