ClientLoop
Get started
Client onboarding

Client onboarding documents,
collected once.

Define the document pack every new client owes you — then send it, track it and chase it automatically.

Start collecting documents See how it works
The problem

The onboarding chase, every single client.

It always starts with an email. It never ends with one.

Email the listOne file backChase the restDrips in all weekYou track it by hand
How it works

Build once. Run for every client.

  1. 01
    Define your onboarding pack

    List every document a new client owes you: ID, proof of address, contracts, questionnaires, AML checks. Set it once, reuse it forever.

  2. 02
    Set up the workspace

    Each client gets a branded workspace and a secure invite link. They see your name and logo — not ours.

  3. 03
    Send automatically

    Trigger the whole Template via the API the moment a client signs up in your CRM, or send it by hand in a few clicks.

  4. 04
    Client completes

    They upload files, fill forms and return signed docs from their own workspace, at their own pace — clear instructions per item.

  5. 05
    Track progress

    See who's finished, who's outstanding, and who's gone quiet long enough to need a nudge.

  6. 06
    Review and approve

    Preview each submission, request changes, approve. Fire webhooks to the rest of your stack on completion.

Features

Onboarding built for professional services.

Document packs for every client type

Save a Template per client type — individual or company, standard or high-risk. Pick one, send the whole pack in a click.

Forms and file uploads in one place

Some answers are forms, some are files. ClientLoop takes both, in one client-facing workspace.

Signed documents and agreements

Unsigned agreements, signed forms, docs that need client confirmation — all in the same workflow.

AML and compliance documents

Built for regulated firms. Collect identity verification, source-of-funds evidence and compliance answers in one structured flow.

Automatic reminders

Miss a deadline and ClientLoop chases for you — automatically, without you nagging by hand.

Connect to your CRM or project tool

Trigger a Template from your CRM via the API the moment a client is added. Get a webhook when onboarding completes. Records update themselves.

API reference →

Reusable Templates, automatic reminders, bulk CSV import and API access live on the Pro plan. Onboarding a whole book at once? Import a spreadsheet — one row per client — and every request goes out together. See pricing →

Worked example

One Template, tailored per client type.

INDIVIDUAL PACK

New client — individual

  • ✓ Passport or ID
  • ✓ Proof of address
  • · Signed engagement letter

2 of 3 received · reminder scheduled

COMPANY / HIGH-RISK PACK

New client — company

  • ✓ Certificate of incorporation
  • ✓ Proof of address (director)
  • · AML questionnaire
  • · Signed engagement letter

2 of 4 received · reminder scheduled

Example workflow

From CRM signup to fully onboarded client

CRM signupNew client added
Template sentFull document pack
Portal openedSecure invite link
Documents uploadedFiles + forms in
Reviewed & approvedFeedback if needed
Client fully onboardedReady to work with
Who it's for

For firms that onboard clients every week.

If every new client needs the same core documents — and you're still collecting them by email — this is for you.

AccountantsSolicitorsFinancial advisersMortgage brokersRecruitment agenciesHR teamsCompliance teamsProfessional services firmsAgencies
FAQ

Common questions

What types of documents can I collect during onboarding?

ClientLoop supports file uploads (PDFs, images, spreadsheets, scans), form responses, and any document type your clients can upload. Common onboarding examples include passports, proof of address, bank statements, signed contracts, AML questionnaires, and financial statements.

Can I have different onboarding packs for different client types?

Yes. You can create multiple document templates and request packs within ClientLoop and select the right one for each client — for example, a simplified pack for individuals and a more detailed set for business clients.

Can I automate the onboarding pack when a new client signs up?

Yes. Your onboarding pack is a Template — a saved set of Documents like passport, proof of address and a signed engagement letter. When a new client is created in your CRM, your system can call the ClientLoop API to trigger that Template the moment they sign up, sending the full document pack automatically without anyone opening the dashboard. See our API and n8n/Zapier pages for workflow examples.

How does ClientLoop handle sensitive onboarding documents?

Uploaded documents are stored securely with encryption in transit and at rest. Each client can only access their own workspace via a scoped, time-limited invite link. Client data is never shared between workspaces.

Can I remind clients who haven't completed their onboarding?

Yes. ClientLoop can send automatic reminders to clients with outstanding document requests, so you don't have to manually chase. You can also see overdue requests at a glance from the admin dashboard.

Explore

Stop chasing. Start collecting.

Build your onboarding pack once — and let ClientLoop run it for every new client.

Start collecting documents See it in action

Free for 5 clients · No card required