Workflow teardown
Trigger
A client, staff member or compliance event starts the workflow.
Collect
HubSecure collects required information, files and approvals securely.
Review
Owners review status, evidence, risk and next steps from the client record.
Prove
The final record shows requests, uploads, messages, decisions and approvals.
| Question | What to inspect |
|---|---|
| Who owns the next step? | Task owner, due date and blocker status. |
| What is missing? | Required documents, client responses and approvals. |
| What proof exists? | Upload source, review notes, permission history and approval trail. |
Evidence created at each onboarding step
HubSecure captures proof automatically as the onboarding workflow progresses. Each step creates a timestamped evidence entry in the client record.
Intake form submitted
Client identity, submission timestamp and form version logged
Documents requested
Request sent, deadline set, request ID logged
Documents received
File hash, uploader, upload timestamp and source logged
Documents reviewed
Reviewer identity, review notes and outcome logged
Approval granted
Approver identity, approved version and timestamp logged
Client notified
Notification channel, delivery status and timestamp logged
Onboarding Evidence Timeline
Every onboarding action creates an entry in the Evidence Timeline. The complete trail is available for audit at any time — no reconstruction required.
Intake form submittedClient completed onboarding intake — identity verified, form version v3 — 2026-05-21 09:02
Document request sentID, proof of address and source of funds requested via Secure Room — deadline 2026-05-28
Documents uploaded3 files received — file hashes stored — uploaded by client through portal
Review completedCompliance officer reviewed all documents — no gaps identified — approval recommended
Onboarding approvedApprover k.nielsen granted approval — client record activated — full trail archived
Ready for governed onboarding?
Book a demo to see how HubSecure governs the full client onboarding workflow — from intake to approval — with evidence captured automatically at every step.