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New clients arrive ready to start
Collect everything you need before the first meeting, not after.
Why FileDrop works for client onboarding
- Request signed agreements, briefs, reference materials, and access credentials in one checklist
- Clients know exactly what to provide. No back-and-forth clarification.
- Projects start with complete information, not partial handoffs
- Track intake completion across all active clients
How it works
1. Build your intake checklist
Define what you need: signed SOW, brand guidelines, login credentials, reference materials.
2. Send during handoff
New clients get a link immediately after signing. They know what to provide from day one.
3. Start with everything
The project team starts with complete information. No waiting, no chasing.
Real scenario
A digital agency sends new clients a FileDrop during the sales handoff. The checklist includes signed SOW, brand guidelines, login credentials, and any reference materials. The project team starts with everything on day one.
Set it up once, reuse it every time. Set up your intake checklist once. Include any documents clients must sign (NDAs, SOWs). Customize per engagement type.
Ready to get clients started faster?
Create your first document request in minutes.