Discovery questionnaires
Send structured intake forms that clients complete before the first session — no more half-prepared kickoff calls.
Onboarding software for consultants
Client onboarding software for consultants — complete intake before the engagement begins
Every delayed kickoff starts the same way: a client who did not finish intake. Discovery questionnaires sit unanswered, signed agreements arrive late, and required documents never make it to your inbox.
ClientEnforce gives consultants a structured onboarding workflow so every engagement starts with complete information — without email chains and manual follow-ups.
Sound familiar?
- • You sent the discovery questionnaire two weeks ago and still have not received it back.
- • The signed engagement letter is somewhere in an email thread, but you cannot find the final version.
- • The kickoff call is tomorrow and you are still missing three documents the client was supposed to provide.
- • Each new engagement uses a slightly different intake process because it lives in your head, not a system.
How ClientEnforce works for consultants
1. Build a template per engagement type
Create intake templates for strategy engagements, audits, retainers, or any engagement type so every client follows a clear process.
2. Send one portal link when the contract is signed
Clients complete questionnaires, upload files, and sign agreements in one portal — no email attachment chains.
3. Start the engagement with everything you need
Required steps must be complete before kickoff moves forward. Automated reminders chase stragglers so you do not have to.
What consultants use ClientEnforce for
Engagement letter signatures
Capture signed agreements inside the onboarding flow without a separate e-signature tool.
Document collection
Collect financial records, existing reports, access credentials, or any required files in one trackable place.
Audit trail
Every step completed, every document received, every signature captured — timestamped and exportable if there is ever a question.
FAQ
Is this built for solo consultants or consulting firms?
Both. Solo consultants use it to standardize their own intake process. Firms use it to make onboarding consistent across multiple consultants.
Can I customise the intake questions per engagement?
Yes. Each template has its own set of required steps, questions, and file requests — fully customisable per engagement type.
How does the client portal work?
Clients get a secure link — no account required. They complete tasks, upload files, and sign documents directly in the portal.
Does ClientEnforce replace my contract tool?
No. It complements it. Clients can sign the engagement letter inside the onboarding flow after your contract tool generates it.
Where should I start?
Start with one template for your most common engagement type, launch it on your next client, and refine from there.
Ready to start every engagement with complete intake?
Build your first onboarding template in under 20 minutes and stop chasing clients for missing information.