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365 Client Onboarding

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Client Onboarding Portal is a web-based application that replaces scattered email, WhatsApp, and message threads with one structured channel for collecting documents from clients, customers, and contractors. Clients sign in with a passwordless email link, see exactly which documents you’ve requested, and upload them directly. Behind the scenes, configured Power Automate workflows move and organise each submission into the correct SharePoint site and folder. Your team gets a staff dashboard showing what’s been received and what’s still missing, so follow-ups go only to the people who need them. What it helps you do 1. Give clients one place to submit documents and check progress 2. See submitted and outstanding items at a glance 3. Cut repeat follow-up emails and manual downloading, renaming, and filing 4. Keep client files in consistent, structured SharePoint locations 5. Run a repeatable onboarding process across your team Key features 1. Centralised, web-based client portal 2. Passwordless email sign-in 3. Personalised document requirements per client 4. Customer dashboard and staff dashboard 5. Document submission tracking 6. Automated filing into SharePoint via Power Automate 7. Configurable folder structures, naming conventions, and routing rules 8. Optional notifications and follow-up workflows Who it’s for Organisations that regularly collect documents from external parties and use, or plan to use, Microsoft 365 and SharePoint: accounting and bookkeeping practices, legal firms, financial services, construction and contracting, real estate and property management, recruitment and education, and insurance and professional services. Deployment We deploy and configure the portal for each client, tailored to your document requirements and existing Microsoft 365 environment. Categories: Client Onboarding Software, Document Management, Document Collection Best for: SMBs and mid-market firms on Microsoft 365 Integrations to list: Microsoft SharePoint, Microsoft Power Automate, Microsoft 365

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