Collecting client documents and fact-find answers requires chasing paperwork across scattered email threads while manually tracking who has responded. Missing items, inconsistent file names, and repeated follow-up emails slow down onboarding and delay adviser review.
An automated version sends checklists and questionnaires, matches incoming files against requirements, and chases only what is missing. Completed files are organized, logged, and the adviser is notified automatically once everything is ready.
The full workflow, from trigger to completion.
A new client record marked as onboarding starts the workflow.
The client receives a document checklist and fact-find link automatically.
Incoming attachments are matched against the checklist, logged, and filed.
If items are still outstanding, a reminder email goes out with only the missing items listed.
Completed responses are parsed and the client record is updated.
Any fact-find answer that looks inconsistent or unclear is routed to a paraplanner for a manual check.
The adviser receives a message confirming the file is complete and ready for plan drafting.
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