Migration checklist

Forms to Client Onboarding Workflow Migration Checklist

A checklist for moving static intake forms into a connected onboarding workflow with files, tasks, permissions and approvals.

private rolloutworkflow reviewtemplates

Migration steps

  1. Choose one active workflow, not the entire company stack.
  2. List fields, files, owners, approval points and evidence requirements.
  3. Map client-facing steps separately from internal review steps.
  4. Move the smallest complete workflow into HubSecure.
  5. Measure missing items, reminders, completion time and evidence quality.
workflow reviewtemplatescurrent stackprivate rollout
Migration next step

Turn this into a migration plan

Start with one complete workflow so the migration has a clear before, after, owner model and success measure.

Get a migration reviewMap the first workflow to move, the data involved and the rollout sequence.Continue ->Use a replacement planDocument the source tools, permissions, fields and evidence requirements.Continue ->Plan private rolloutMove from checklist to implementation support.Continue ->
Product preview

Screenshot and video slots for this workflow

These slots reserve space for real product evidence as soon as the team has approved screenshots and walkthrough clips.

Workflow viewClient request, status, ownership and next action.
Evidence viewFiles, approvals, audit history and review context.
Permission viewRoles, client access, internal reviewers and exceptions.