---
title: "Client Intake"
description: "Automate new client onboarding and document collection. Track what's received, what's missing, and what needs follow-up."
url: https://flowrunner.ai/use-cases/client-intake
date_modified: 2026-09-04T21:53:04-07:00
---

# Client Intake

Document collection 87% complete. 7 items received, 1 missing. Onboard clients in days, not weeks.

The Problem The Automation What Gets Validated Real Results Works With Your Tools

## The Problem

New clients need to submit 8-15 documents: contracts, tax forms, ID verification, banking details, compliance questionnaires. You send a checklist. They send back partial responses. You email asking for the missing items. They respond with 3 of 5. You email again.

Two weeks later, the client is still not onboarded. They've lost enthusiasm. Your team has spent 6 hours on email ping-pong. And you still don't have a complete file.

## The Automation

Our client intake agent manages the entire onboarding workflow: sending personalized requests, tracking document receipt, validating completeness, and escalating only when human judgment is needed. Clients know exactly what's required. You know exactly what's missing.

01

### Request

Agent sends branded intake forms with clear instructions and examples

02

### Collect

Monitors email, portal uploads, and e-signature platforms for documents

03

### Validate

Checks for completeness, extracts data, validates formats and signatures

04

### Escalate

Routes complete intakes to onboarding team, flags exceptions for review

![Client intake dashboard showing document collection progress](https://flowrunner.ai/_astro/hero-usecase8.wSWAekU-.png)

5 days Avg. onboarding

73% Faster intake

0 Follow-up emails

## What Gets Validated

-   **Document completeness** - All required pages present, no blank required fields
-   **Signature verification** - Documents signed by authorized parties
-   **Data extraction** - Key information pulled and entered into your CRM/ERP
-   **Format compliance** - Files in correct format, not corrupted, readable
-   **Expiration dates** - IDs, certifications, insurance docs not expired

## Real Results

> "Our onboarding time dropped from 3 weeks to 5 days. The agent sends friendly reminders automatically, so our team stopped chasing documents. Clients actually comment on how smooth our process is now." \- Head of Client Operations, wealth management firm

## Works With Your Tools

Integrates with your existing stack:

-   CRM (Salesforce, HubSpot, Pipedrive)
-   E-signature (DocuSign, Adobe Sign, HelloSign)
-   File storage (SharePoint, Google Drive, Dropbox)
-   Forms (Typeform, JotForm, custom portals)
-   Communication (email, Slack, SMS)

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Markdown version of https://flowrunner.ai/use-cases/client-intake. Site index: https://flowrunner.ai/llms.txt