New business · Standardization
Onboarding that starts finished
The gap between signing and starting is always paperwork. DocLoop lets you define the perfect onboarding checklist once — engagement letter countersigned, W-9, prior advisor records, initial data — and deploy it to every new client in seconds.
Because each client gets a private status page, they always know what remains, and your team stops managing onboarding out of a chat thread.
Templates, not heroics
Your best onboarding becomes the default. New clients inherit the full checklist instantly — nobody improvises step three ever again.
Momentum through visibility
Clients see items flip from requested to received in real time. Progress bars are the cheapest motivation ever invented.
Handoff without archaeology
When onboarding completes, the CSV export hands the delivery team a dated manifest of everything collected.
Frequently asked questions
- Can I customize the checklist per client?
- Yes — templates are starting points. Add or remove items on any engagement without affecting the template.
- Does the client see my internal notes?
- They see document names, statuses, and any note you explicitly attach to a rejection. Everything else stays yours.
- Is there a limit on checklist size?
- No. Ten-line PBC lists and forty-item audit requests behave identically.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.