Use this before you buy software
A practical SOP template for regulated client onboarding across intake, documents, tasks, approvals, permissions and audit history. This template is designed to help a team document the workflow clearly enough to evaluate HubSecure, a competitor or the current stack without vague feature debates.
1Define the client moment and the risk.Owner
2List every document, task, decision and approval.Scope
3Mark who can see, upload, review and approve.RBAC
4Record the evidence needed later.Audit
5Choose the first workflow to replace.Migration
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Evaluate by workflow, not feature noise
The best early buyers do not ask whether a product has every possible feature. They ask whether one painful workflow becomes simpler, more secure and easier to prove.