A consistent intake
Collect the information your process requires and create the client record and internal tasks.
Get new clients set up with less paperwork.
Give every new client a clear start. Collect the right information, track missing documents and hand your team a complete pack with less manual chasing.
Book an Automation Consultation
What this service
does for your team.
For firms repeating the same intake forms, document requests and reminder emails for each new client.
Document checklists
Track requested items, link documents to the correct client and show what is still outstanding.
Focused reminders
Prepare reminders for missing items and move the work to the next owner when the pack is ready for review.
Know what’s in. Chase only what’s missing.
A sample accounting client moves from intake to a complete document pack, without another spreadsheet to maintain.
Scroll to follow the workflow
Client Onboarding and Document Collection
Interactive demo
HS
Harbour Studio
2/3
Onboarding checklist
✓
Business details
Received
✓
Signed engagement letter
Received
◷
Bank statement
Missing
Only the outstanding document needs a reminder.
Demo · Sample data · No external actions
Client intake received
Collect the essentials
Start with the details and documents your team actually needs.
Harbour Studio · Monthly bookkeeping
How your apps work together
Example apps we can connect
Google Drive
Client documents
Zapier
Checklist & reminders
HubSpot
Client record
Example connections. Final integrations depend on your tools and access.
You stay in control.
Receipt is different from approval. Your team remains responsible for checking document quality, identity requirements and professional judgements.
What we need from you
Your intake forms, document checklist, storage tools, access requirements and onboarding milestones.
How we test it
We test routine requests, missing information and failed connections with your team. Before launch, we agree ownership, access, support and what a successful workflow looks like.
About this service
Can different clients have different checklists?
Yes. Rules can select a checklist based on the service, client type or other information collected during intake.
Where are documents stored?
We scope storage around your existing approved systems and agree access permissions before connecting them.
Start with one workflow
Book an Automation Consultation
We’ll review one repetitive task, look at the tools involved and recommend your next steps. Share a few details below to prepare for your automation consultation.
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