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Solution

Client onboarding without the chase.

An illustrative scenario you can build in Rubicon today: one intake form, one review queue, one record per client.

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The problem

Onboarding details trickle in over email. Nobody knows which clients are complete, which are waiting on documents, or who is reviewing what.

How you would run it in Rubicon

  • An intake form collects company details, contacts and requirements — conditional questions keep it short
  • A supporting document can be uploaded; AI suggests answers the client reviews before submitting
  • A process routes each onboarding to the right reviewer
  • Clarification requests go back to the client through a private link; replies attach to the record
  • Analytics show how long onboarding takes and where it stalls

An honest note

Rubicon does not ship a pre-built client onboarding template today. The scenario above is assembled from the form builder, lookups, processes and clarifications that do ship — a workspace can be set up this way in an afternoon.