Clientflow / Professional services
Client onboarding tracker
Each new client has a checklist, so the team sees what's outstanding and chases it in one place.
Fictional sample data · 2–10 people
Client files
4 records · Sample workspace
CLIENT FILE / 001
Sample Bakery Ltd
Missing: ID, bank letter
Welcome sent
- 2
Awaiting documents
- 3
In review
- 4
Onboarded
Document checklist
Illustrative client file · Document marks stay on this page only
The business problem
An accountancy practice chasing documents from new clients by email.
Each new client needs an engagement letter and a set of documents before work starts. Requests and replies sit in individual inboxes, while the checklist is updated manually.
Why it matters. The team sends repeat chasers, reviewers receive incomplete files and clients can be left waiting because nobody sees the next action clearly.
A better starting point. A shared onboarding board shows which clients are waiting for documents, ready for review or complete. The next hand-off is visible to the whole practice.
The starter prompt
Example-picker brief used to shape this hand-built showcase.
“We're a professional services business of 2–10 people, doing accountancy. Our biggest headache is onboarding new clients. At the moment it's handled with spreadsheets, emails and memory, so things get missed and time is wasted. We'd like a simple way to see what needs attention and keep everyone on the same page.”
This is a fixed sample, not a record of a live AI generation.
Behind the concept
A simpler way to work.
Proven software
Checklists and reminders are standard, tested software.
Where AI earns its place
AI could help sort uploaded documents into the checklist, with a person confirming each one.
Proposed capability
- Document checklist
- Automatic reminders
- Review hand-off
Illustrative concept, not production software. Changes last only while this page is open. People confirm unusual cases; real processes, access, security and backups need validation before launch.
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