SMITH INNOVATION STUDIO / PRACTICE TOOLKITClient onboarding friction worksheet
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Use one recurring job. No client names or confidential details are needed. This is a worksheet, not a firm-specific recommendation.
1. Choose three recent onboardings. List each form, spreadsheet and system touched.
2. For each handoff, record the information needed, its source, the owner and what caused delay.
3. Circle fields entered twice. Choose one source of truth and check existing integrations.
4. Define the minimum complete handover and a route for exceptions. Trial it with one new client.
Your small trial
Before you build: Check forms, templates and integrations in your current practice software before commissioning a new portal.
Review point: Keep identity checks, acceptance decisions and unusual cases with a named person.