Client intake
Collect onboarding documents from new clients
Document collection usually slows down when signed agreements, intake forms, shared folders, email attachments, and kickoff checklists do not tell the same story, or when required documents, credentials, or intake answers are missing. Imagine keeps those sources in view, prepares a missing-item checklist and client-friendly reminder draft, and separates the ready work from the judgment calls. After review, the approved update goes back to your document workspace and client record, so new client work starts with the right documents already in place.
The manual reality today
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01
The document collection handoff starts cold
signed agreements, intake forms, shared folders, email attachments, and kickoff checklists each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
Small document collection delays become customer-facing
When required documents, credentials, or intake answers are missing, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
Document collection decisions are hard to retrace
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Collect live document collection context
Imagine watches signed agreements, intake forms, shared folders, email attachments, and kickoff checklists for new activity, stale items, and changes that affect the work.
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02
Group the facts for document collection
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Prepare the document collection response
Imagine drafts a missing-item checklist and client-friendly reminder draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Close the loop on document collection
After review, approved actions are recorded in your document workspace and client record with the context, approver, and timestamp preserved.
Works with the tools you already run
- Google Drive
- Dropbox
- Box
- ShareFile
- DocuSign
- Clio Grow
What changes
The document collection queue starts warm
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Document collection follow-up feels consistent
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Managers can trust the document collection trail
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle document collection?
Imagine watches signed agreements, intake forms, shared folders, email attachments, and kickoff checklists, spots when required documents, credentials, or intake answers are missing, and prepares a missing-item checklist and client-friendly reminder draft for review. Approved actions sync back to your document workspace and client record with the supporting context attached.
When does document collection need a person?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before your document workspace and client record is updated.
Can this use our current document collection systems?
This workflow can connect to systems such as Google Drive, Dropbox, Box, ShareFile, DocuSign, Clio Grow. Imagine works on top of those tools instead of replacing the system of record.
How does the document collection queue change the day?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so new client work starts with the right documents already in place.