Paicer
Compliance & Intake Workflows

Client Intake & Compliance Flow

New clients complete onboarding in one session. FICA and POPIA documents collected, verified, and filed automatically.

R15,000 once-off + R350/month

Most professional services firms still onboard clients via a back-and-forth of emails, attachments, and manual checklists. The average firm loses 3-5 hours of billable time per new client in admin before the engagement even starts.

This automation does not replace your compliance sign-off. It handles collection, organisation, and verification so your team focuses on client relationships, not chasing documents.

See it in action

Video coming soon

What's included

  • Branded intake form with conditional logic for different client types
  • Document upload for ID, proof of address, and any required compliance documents
  • Automated verification checklist with a flagging step for missing items
  • POPIA-conscious data handling: documents stored in your own Google Drive or SharePoint
  • CRM or spreadsheet update on completion

Best for

Professional services firms and financial advisers that run manual, email-based onboarding and spend 3-5 hours per new client on admin.

How it works

  1. 1

    We map your current intake process and identify the 5-10 highest-friction steps.

  2. 2

    We build the form, connect it to your storage and CRM, and test it against 10 mock clients.

  3. 3

    You send new clients the intake link. Completed files land in the right folder, indexed and ready to audit.

Get started with Client Intake & Compliance Flow

Book a 20-minute Business Assessment. We will scope the build, confirm pricing, and get you a start date.

Get started →