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Use case · Client onboarding
Onboard a client, without the paperwork drag
Taking on a client means intake, conflict and KYC checks, an engagement letter, and a matter set up correctly, before any real work starts. PONS drafts the documents, structures the intake, and opens the matter, so onboarding is fast, consistent, and on the record.
§ 01 - The paperwork, handledClient onboarding
From intake to engagement letter
Generate the engagement letter and onboarding documents from your templates with the client’s details filled in, and pull the intake and KYC material into one structured file. The routine paperwork that delays a new matter is handled from the start.
- Engagement letters from your templates
- Intake and KYC in one structured file
- Consistent for every new client
Onboarding · Acme CorpGenerated from your templates
Engagement letter
Conflict check
KYC file
Matter setup
§ 02 - Set up to workClient onboarding
A matter that is ready on day one
The new client opens as a Matter with its documents, contacts, and access already in place, and a timestamped record of the onboarding steps. The team starts on the work, not the setup.
- A matter opened and structured
- Access and contacts in place
- An audit trail from the first step
New matter, readyStart on the work, not the setup
Documents and contacts in place
Access set per role
Audit trail from step one
Ready to onboard a client without the paperwork drag?