Member Onboarding & Document Intake
Document requests sent, chased, and filed against the right member or client, with your team checking everything that comes in.
- Scoping step to map your onboarding flow and the documents you ask for
- Checklists per person and automatic reminders until everything is in
- Requests and replies through WhatsApp Business, email, or a simple web form
- A view of which files are complete and which are waiting