🧾 Collect client data and documentation without chasing emails or making mistakes
Automate onboarding for new clients.
Signing a contract is just the beginning. To start a project correctly, the sales or admin team needs to collect key client data and documents:
📌 tax information
📌 billing and contact details
📌 company registration, powers of attorney, signed bank account info
📌 legal documents specific to the project
📌 technical sheets, plans, or special conditions
The problem? This phase is often handled by email, with back-and-forth messages, outdated versions, unverified documents, and lots of manual follow-up that delays the project launch.
With Trackline, you can launch an automatic onboarding flow as soon as the contract is signed – no more spreadsheets or email chains.
⚠️ Common challenges in client onboarding
❌ Incomplete or incorrect data sent via email
❌ Duplicate or outdated files
❌ Delays between contract signing and project kickoff
❌ Missing legal documents blocking execution
❌ Invoicing delays due to missing verified data
✅ How does Trackline help?
Trackline allows you to create a structured onboarding flow that the client completes via a unique link, including:
- data forms
- required documents
- automatic validations
- centralized tracking
🛠️ How to set it up?
- Create a commercial onboarding template
Add custom fields (company name, technical contact, billing email…) and required documents (tax ID, powers of attorney, signed bank account…). - Launch the flow once the contract is signed
The client receives a secure link to upload their documents and fill in the details. - Real-time review and validation
Enable automatic checks (format, expiry) or validate manually. - All data linked to the project
Everything stays organized by client or project, ready for Production, Legal, or Admin to take over smoothly.
💡 Results: faster onboarding, cleaner data, fewer mistakes
Structured data collection without Excel or email
Less time lost between deal and delivery
Verified data for invoicing and coordination
Better client experience from day one
Improved internal efficiency and collaboration
Want your next projects to start without onboarding delays?
We’ll help you launch your first flow in minutes. 📩 [email protected]