Client onboarding
Client onboarding that isn't just chasing paperwork
Onboarding a new client almost always starts with collecting documents: proofs, articles, bank details, IDs… Until the file is complete, onboarding stalls.
Fabrique structures that first step: an onboarding checklist, a secure link with no account, and automatic reminders to build a complete file without thinking about it.
No credit card · Hosted in Europe
A clear onboarding journey
Prepare a reusable onboarding checklist you can use from one client to the next. The new client sees what to provide from the start, with no back-and-forth.
No account, no friction at the start
A great first impression: your client uploads via a link, with no account to create. Less friction means more files completed on time.
Focused on collection, not a heavy suite
No full onboarding platform to configure: Fabrique does one thing well — gathering the documents. You're up and running in minutes.
Frequently asked questions
- Does Fabrique handle the whole client onboarding?
- Fabrique focuses on collecting onboarding documents — the most time-consuming part. No complex workflow setup: a checklist, a link, reminders.
- Can I reuse my onboarding checklist?
- Yes, create standard checklists and reuse them for every new client to save time.
- Do my new clients have to sign up?
- No, they upload their files via a secure link, with no account to create.