Legal: client onboarding

Your workspace terminology

Your workspace calls the businesses or people you collect documents from clients. Reusable document checklists appear under Templates. The process is called onboarding.

The upload page is still called the client portal. Invited accounts remain separate from your team's workspace accounts.

Set up your first client

1. 1Confirm your organization industry in Settings.
2. 2Open Templates, create a template, and add the documents your organization requires.
3. 3Publish the template before assigning it.
4. 4Open Clients, add a client, enter their contact details and assign the published template.
5. 5Set an optional onboarding deadline. Leave it empty if no deadline applies.
6. 6Send the invitation email. It includes a code and a link; the recipient can use a private portal link or create an invited account.
7. 7Review submitted documents in Documents and request changes when a correction is needed.

Example checklist

• Company registration
• Authority to act
• Signed engagement agreement

Feature availability

Document collection, information forms, review and expiry tracking use the same workflow across industries, subject to your plan.

Projects, ACORD 25 certificate details, Procore and Sage construction integrations are only shown for construction accounts. DocumentLane does not replace professional, legal or regulatory verification.