Copyable checklist
| Step | What to confirm |
|---|---|
| 1 | Create the client record. |
| 2 | Collect intake data and required files. |
| 3 | Assign owners and approval steps. |
| 4 | Send secure client messages. |
| 5 | Close onboarding with evidence. |
Turn this checklist into a workflow
HubSecure turns checklist steps into client records, secure requests, task owners, approvals and audit evidence.
Map this workflow