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Onboard a New Client Without the Back-and-Forth

New-client onboarding is the same scavenger hunt every time: an email asking for details, a reply missing half of them, a follow-up for the ID, a third thread for the financials. The Client Onboarding template turns all of it into one link — a structured intake that collects the client's core details and onboarding documents together, in one visit.

The Journey

You've imported the Client Onboarding template, and a new client has just said yes.

  1. You

    You create a folio from the Client Onboarding template and send your new client the portal link.

    Connect your CRM first

    If your CRM is connected before you accept the folio, the client's details sync straight onto their record — nothing to re-type after the review.

  2. Your client

    Your client opens the link and works through the form — contact details, company information, and a labelled slot for each onboarding document.

  3. Your client

    They attach their ID, registration, and financials where the form asks for them, and submit.

  4. FolioReady

    FolioReady reads the uploads, extracts the key data into the folio's fields, and summarises each document so you can scan the file at a glance.

  5. You

    You review the completed folio, sync the client record to your CRM, and accept it.

  6. The result

    A complete, verified client file before the kickoff call — no email chains, no missing documents.

What You're Left With

One folio holding everything the engagement starts from: the client's details as structured fields, every onboarding document filed against its slot, and a synopsis of each file. If your CRM is connected, the same data is already on the client's record — nothing to re-type.

Reviewing an uploaded document with its synopsis alongside — enough to verify a file without opening it.
Start onboarding this way

Import the template and send your first onboarding link in minutes. Use this template