One secure checklist for every new starter — ID, right-to-work, signed contract, payroll and bank details. New hires upload from their phone before day one, so their first day is about the job, not filling in forms.
A new hire is excited to start, then hit with a scattered pile of forms over email. ClientCollect turns onboarding into one checklist they finish before their first day.
Automatic reminders collect every document ahead of the start date — so nothing is missing when your new hire walks in.
Each item says exactly what's needed — "both sides of your right-to-work document" — so nothing comes back incomplete.
IDs, bank details and contracts move through an encrypted portal with an audit trail — not as attachments in an inbox.
See who's completed onboarding and who still owes documents across every starter — without opening a spreadsheet.
Don't send every form the moment an offer is signed. Staged requests release documents as onboarding progresses — new hires only see the current step.
The essentials to confirm the hire and stay compliant.
Everything payroll and IT need to set them up.
Role documents and policy acknowledgements.
Tell Colette "new full-time hire, needs right-to-work and payroll setup" and she drafts the onboarding checklist — stages, items, friendly descriptions and all.
Your new starter is sorting paperwork in the evening between jobs. The portal is built for exactly that — no login, no PDF wrangling, no "which form was that again."
New-hire records — IDs, bank details, right-to-work documents — are sensitive personal data under GDPR. ClientCollect protects them from the first upload.
IDs and bank details never travel as plain email attachments.
Who requested, uploaded, viewed and accepted each document — ready for any audit.
Privacy notices and GDPR-compliant e-consent captured before the first document is shared.
Firm owners manage settings, billing and team access, with passwordless sign-in for everyone.
"New hires used to arrive with half their paperwork missing. Now onboarding is done before they walk in — and my team stopped chasing scanned IDs over email."
Send your first onboarding checklist in under five minutes. Free for 14 days, no card required.