New client onboarding is usually a long email thread. A structured intake asks for everything once, shows what is still missing, and gets to cover faster.
What's Included
- One structured intake instead of a thread of questions.
- Documents uploaded by the client rather than chased individually.
- A visible checklist so both sides know what is outstanding.
- An assistant that spots what is missing or inconsistent.
How To Use
- Ask for everything once, in a form, with clear reasons for each item.
- Show the client what is still outstanding. Chasing drops sharply.
- Verify identity and details before you place anything.
- Keep the intake attached to the client. It is the record of what they told you.
Feed it into the policy register, and continue in the client portal.