Create a "New Partners" Bisio board to hold all necessary data, like company registration numbers, bank details, and signed contracts.
Instead of confusing email chains, use a Form Builder column. Send a secure link to the new client where they can type their details and upload files directly into your system.
Use the AI PDF Reader to scan the uploaded insurance documents or contracts to quickly verify that the dates are valid and the correct names are present.
Once all columns are marked as complete, a Notification rule instantly sends a welcome email to the client and alerts your operations team to begin work.
Organize your onboarding requirements into a smart list, use a form builder to allow the client to upload their own details, and use automation to notify your team when the setup is complete.