How to Onboard New Clients Without the Chaos

A new client signs up and then the scramble begins. Who is sending the engagement letter? Has anyone done AML checks? Where are we storing their documents? Did anyone set them up in the practice management system? First impressions are being formed while you are figuring out the basics.

The onboarding problem

Client onboarding has many steps and involves multiple people. Without a clear system, steps get missed or duplicated. Important tasks fall through cracks. The client experience feels disorganised even if everything eventually gets done.

Building a reliable process

The solution is a structured workflow that triggers automatically and tracks progress. When a new client is added, the system creates all the required tasks, assigns them to the right people, and sends reminders until everything is complete.

No more relying on memory or hoping the checklist gets followed. The system enforces the process and gives you visibility when things stall.

The client experience

When onboarding runs smoothly, clients notice. They feel looked after from day one. That first impression sets the tone for the entire relationship.