A versioned engagement template
Start new-client onboarding or a monthly pack from a template your firm controls, so every engagement asks for the same things the same way.
Product · Client intake
Start every engagement from a clear, versioned template
New-client onboarding is where mismatched expectations start. Cohesio makes the requirements explicit before anyone uploads anything.
What intake sets up
Scope, requirements and a due date — agreed up front
Explicit requirements
Each requirement names the document or answer needed, plain-language instructions, and whether it's required or optional.
A due date the client can see
Deadlines live in the workspace itself, not buried in an email thread the client has to search for.
One scoped invitation
The client gets access to their current engagement only — never a firm-wide account, never another client's information.
Why it matters
Most collection problems start before the first upload
If a client doesn't know exactly what's needed and by when, no amount of reminders fixes that. Intake is where Cohesio removes the ambiguity.
Once intake is confirmed, the engagement moves into document collection with requirements already defined — the client sees a short, specific checklist instead of a blank request to “send everything.”
See what the client experiences next
Document collection is where the client actually submits what intake asked for.