Practifi Client Onboarding Intake
Built for RIA Intake Teams.
Parse signed onboarding forms, create the household and contact records in Practifi, and file the documents with the correct metadata, reducing manual data entry for RIA intake teams.
The manual work this replaces
Intake teams re-type names, addresses, beneficiaries, and account numbers from signed onboarding PDFs into Practifi household and contact records, then file the PDFs by hand.
How the automation runs
This process opens a new household in Practifi from a completed onboarding packet. It extracts household, contact, and account fields from the signed Docusign envelope, creates the matching household and related contacts in Practifi, links the signed PDF to the household, and files the original packet in Laserfiche under the household folder with onboarding-date metadata.
What changes after Caddi
Removes the re-keying that follows every onboarding signature and produces a populated Practifi household with documents already filed.
Want Practifi Client Onboarding Intake automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.