Client Intake Management is a workflow process to help complete the steps required to bring a new client into the firm
Different individuals are assigned key steps to complete. Each section moves to the appropriate person or position until the intake form is filled out and the new client is approved.
Track assignments
You always know who has the form on his/her "desk" by looking at the on-screen update.
Move through the system quickly
Information that is required must be completed. No information is missing, so the new client is approved quicker than before.
Easy to read and access
No more paper forms or messy handwriting to decipher. Print out a clean copy, if you even need one.
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