Client onboarding software for document-heavy firms
Most client onboarding stalls in the same place: waiting on paperwork. RequestLoops is client onboarding software built around that bottleneck — one branded checklist per new client, automatic follow-up until it is complete, and the signed engagement letter collected in the same flow.
What it does
- Reusable onboarding templatesOne checklist per client type, reused for every new engagement instead of rebuilt by hand.
- Engagement lettersIn-browser signing sits alongside the uploads, so signature and documents arrive together.
- Identity and complianceCollect photo ID, proof of address and KYC/AML evidence on a repeatable checklist.
- Progress trackingSee which new clients are complete, which are outstanding and when each was last chased.
- Conditional itemsAsk for company records only when the client is an entity — the checklist stays short.
- Handover to your systemsCompleted onboarding packs sync to Google Drive or OneDrive, filed per client.
Why onboarding stalls on documents
The first two weeks of a new client relationship set the tone, and they are usually spent asking for the same six things three times. The delay is rarely the client refusing — it is an unclear list, a lost email, or a document sent in a format nobody can open.
Client onboarding software fixes the list, not the client. When every item is named, visible and individually tracked, the client can see what is left, and you can see who is genuinely stuck versus who simply has not started.
One checklist per client type
Build a template per engagement type — new individual, new company, annual return, matter intake — and reuse it. Each item can require a file, a signature or a structured field, and conditional logic hides what does not apply.
Because the template is the process, onboarding does not depend on which team member set it up. A new starter issuing their first request collects exactly what a partner would.
Signature and documents in one flow
Splitting the engagement letter into a separate e-sign tool adds a handoff and a second reminder schedule. RequestLoops collects the signature in the same request as the ID, the financial records and anything else the file needs.
The result is one status per client instead of three: signed and collected, or not yet. Reminders escalate from email to SMS and stop per item as each piece arrives.
Onboarding that repeats
Onboarding is rarely a one-off. The same client will owe you documents again next quarter or next year. Recurring runs re-issue a request on a schedule, so annual compliance packs and periodic refreshes use the checklist you already built.
Everything lands in the same place each time — mirrored to Google Drive or OneDrive, organised by client — so the record of what was collected and when survives staff turnover.
How it compares
We keep an up-to-date, side-by-side breakdown of pricing and features against FileInvite, Content Snare, FileRequestPro, TaxDome, Suralink and more.
FAQ
- What is client onboarding software?
- It is a tool for taking a new client from signed engagement to fully documented. In document-heavy firms that means a reusable checklist of paperwork, automatic follow-up on each item, and a clear view of which clients are complete.
- Does RequestLoops replace a full practice management suite?
- No. It does one part of onboarding — getting documents and signatures out of clients — and does it at flat per-organisation pricing. It sits alongside your practice or case management system rather than replacing it.
- Can we collect the engagement letter signature at the same time?
- Yes. A single request can mix in-browser signing with file uploads and structured fields, so the engagement letter is signed in the same flow that collects identity and financial documents.
- How long does it take to set up an onboarding checklist?
- Minutes. The AI form builder turns a description of what you need into a structured request, which you then save as a template and reuse for every new client of that type.
- Is it suitable for KYC and AML onboarding?
- Yes. Firms use it to collect photo ID, proof of address and source-of-funds evidence on a repeatable checklist, with validation flagging blank or unreadable scans on Pro and Business.
- What does client onboarding software cost?
- RequestLoops is $11, $22 or $57 per month for the whole organisation, with a 7-day free trial. Onboarding features are not gated behind a per-seat licence, so adding the person who does the chasing costs nothing extra.
Ready to stop chasing documents?
Try RequestLoops free for 7 days. From $11/month per organisation, no per-seat fees.