Client Onboarding

A digital onboarding and engagement-agreement workflow that replaces paper forms for staff and clients. Managers send a secure link, clients complete everything on their phone, and admin staff review it in one place.

/ What it does

• [01]Manager picks the entity type and agreement template; one dynamic form engine builds the right wizard.
• [02]Secure magic link sent by SMS and email through the Twilio and Resend REST APIs: no password, autosave, reminders and expiring links.
• [03]Clients upload photo ID and sign once; the signature is applied across every required document.
• [04]Multi-signer support for companies, partnerships, trusts and SMSFs.
• [05]Staff pipeline dashboard: each request tracked from sent to completed, with an audit trail, collision detection and a corrections loop.