Requirement capture
Collect what you need from the new client and chase the missing pieces automatically.
Onboarding & Intake
Client Intake Pack
Close the gap between signed and started. The Client Intake Pack captures requirements, routes paperwork, and kicks off provisioning so new clients move from contract to kickoff without anything falling through. Built for service businesses where a clean handoff is the whole game.
A client signs, and then days disappear. Paperwork sits in an inbox, the kickoff waits on a form nobody chased, and the relationship starts on the back foot.
What's in the Client Intake Pack
Paperwork routing
Send the right documents to the right people and track what is signed and what is outstanding.
Provisioning kickoff
Trigger account setup, access, and internal tasks the moment intake is complete.
Clean handoffs
Package everything the delivery team needs so nobody re-asks the client for what they already gave.
Built for
- Agencies and consultancies onboarding new accounts
- Legal and healthcare practices with intake paperwork
- Home services and other businesses that win the work, then scramble to start it
What changes
- Shorter time from signed to kickoff
- No dropped paperwork or missed forms
- A delivery team that starts with everything it needs
Connects to the tools you already use
Google Workspace, Microsoft 365, DocuSign, Notion, Asana, ClickUp, Slack, and more in the 271-connector catalog. Every workflow runs in dry-run before it writes, with approval lanes and an audit log.
FAQ
Can it handle our existing intake forms and documents?
Yes. The pack works with the documents and forms you already use across Google Workspace, Microsoft 365, and DocuSign, and routes them through your existing project tools.
What kicks off when intake is done?
Whatever you tell it to: account provisioning, internal task creation in Asana or ClickUp, and a handoff summary to the delivery team. Sensitive steps wait for approval.
Is this only for one industry?
No. Agencies, legal, healthcare, and home services all run the same shape of intake. The pack adapts to your steps.
Browse client onboarding AI guides by industry on AI Business OS