Client Intake & Compliance Flow
New clients complete onboarding in one session. FICA and POPIA documents collected, verified, and filed automatically.
Most professional services firms still onboard a new client through a back-and-forth of emails, attachments and manual checklists. That admin can take 3 to 5 hours of billable time before the engagement has started. The intake flow puts the whole exchange in one form, files the documents where you already keep them and flags what is missing.
This automation does not replace your compliance sign-off. It handles collection, organisation and verification so your people spend their time on the client rather than on chasing documents.
What is 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
-
We map your current intake process and identify the 5-10 highest-friction steps.
-
We build the form, connect it to your storage and CRM, and test it against 10 mock clients.
-
You send new clients the intake link. Completed files land in the right folder, indexed and ready to audit.
Book a discovery call
We confirm the fit, the scope and the start date on the call.
Book a discovery call