New client paperwork taking over? The job sold. Then the admin started.
You won the work. Now someone is making folders, sending the same welcome pack, chasing a form, copying details into three places. That first week should be the work. We make the paperwork a checklist, not a project.
Onboarding is where good firms look messy. The client is excited. Your team is hunting templates. Something gets missed, and you spend week two apologising.
Write the steps once. Like training a new starter. Then the system sends the pack, waits for the form, files what comes back, and nags only what is still missing. You still do the kick off call.
How we solve it
Proven solutions to fix new client paperwork
One checklist per new client
Same steps every time. Nothing relies on whoever remembered last time.
Chase the missing bits, not the whole pack
They get a reminder for the one form still blank. You stop sending the whole welcome email again.
Details in the right place once
Name, job, contacts. Into CRM, folder, accounts. No retyping from the signed PDF.
Industries we help with this
Same problem shows up in these trades and professions. The fix is the same idea. built around how you actually work.
Same cluster
Admin and systems. Related problems, one step up or down.
Walk us through a new client week
If it is a scramble, we can usually turn it into a list. Reply within 24 hours.