Client onboarding automation that collects everything first time
One link. Every form, file and signature.
Prefer to talk it through? Book a call
DemandLabs
CosmeticComplyEventAnalytics
One link for every new client
New clients fill in their details, upload documents and sign forms from a phone or laptop, in one flow.
- Details, documents and signatures together
- Works on any phone
- Your branding and questions
Talk it through with the people who would build it
A free call with the FirmAdapt team. Bring your questions and the tools you use today.
Missing items chased for you
The system checks what's missing and sends friendly reminders until the file is complete, so nobody spends the week chasing.
- Knows exactly what's outstanding
- Friendly reminders on a schedule
- Stops once everything is in
Intake completenow
New patient, Tue 9:00Consent signed5m
Treatment planHistory uploaded1h
Ready to reviewIntake forms before the first appointment
A clinic has each patient's intake forms and history before they arrive, so the first appointment starts on time.
- History and consent forms collected
- Answers ready for the practitioner
- Fewer clipboards at the front desk
Everything lands in the client's record
Answers and files go straight into the right client record, so the first meeting starts on the real work.
- Files named and sorted
- Answers saved to the record
- No re-keying from email
What it looks like in your business
The fact-find comes back complete
Payslips, statements and ID arrive in one place, with reminders for anything missing.
How we set up your onboarding
Show us how it works today
On a call, we look at what you need from new clients and how long it takes to get it.
We build your onboarding link
Your questions, documents and signature steps go into one flow with reminders built in.
File complete14:20
Sam WilsonReminder sent9:00
2 clients, 1 item eachForms signed8:15
New patient intakeFiles arrive complete
New clients finish onboarding on their own while you see who still owes what.
Questions & answers
How do I get clients to upload everything in one place?
Each new client gets one link where they fill in details, upload documents and sign forms from their phone or laptop.
Can it remind clients about missing documents?
Yes. It knows what's outstanding and sends friendly reminders on a schedule until the file is complete.
How do we onboard clients without a full-time admin?
The collecting and chasing happen automatically, so your team only steps in when a person is needed.
Where do the documents go?
Straight into the client's record, named and sorted, instead of sitting in an email inbox.
Will clients find it easy to use?
The flow works on any phone, asks only what you need and shows clients what's left to do.
See how hands-free onboarding would work for your business
Tell us where to send it and we'll record a short video demo for your business.