Client onboarding
Onboarding pipeline
The slowest, most frustrating part of professional services — collecting FICA/KYC documents. CaseDesk builds the checklist, chases the client, and unblocks the matter automatically.
Bluewater Trading (Pty) Ltd
MAT-2041 · Commercial · R45k fees
Documents collected3/6 · 50%
Certified ID — Director B. NaickerFICA
1 remindersProof of address — Director K. MbekiFICA
1 remindersCompany registration (CIPC)KYC
ReceivedNaidoo Family Trust
MAT-2038 · Estate · R28k fees
Documents collected2/5 · 40%
Certified ID — Beneficiary 1FICA
VerifyingCertified ID — Beneficiary 2 & 3FICA
2 remindersDeath certificateKYC
Received