Poda · P4 · Alta
Paperwork, sorted before day one
What this problem costs
Most businesses onboarding new clients or staff spend 3 to 6 hours per person just chasing missing paperwork.
What this does
- Sends a smart form that only asks for what applies to that specific case.
- Tracks a checklist of exactly which documents and steps are still missing.
- Reminds whoever's holding things up, automatically, until it's complete.
- Leaves everything in one organized folder the moment it closes.
What this doesn't include
- Doesn't replace your e-signature tool — it works with what you already use.
- Doesn't decide what documents are required — that list comes from you.
- Doesn't onboard the person — it collects and organizes what onboarding needs.
How it works
Now
You pay and book
Right on this page. The kickoff call is when the ten business days start counting, not the payment.
Kickoff call
We map the checklist
A 30-minute call. We write down the exact documents and steps that apply, and any exceptions.
Days 2–8
Build and test
Tested with a real intake, start to finish, before anyone else sees it.
Days 9–10
It goes live
We leave it running and show you where completed folders land. Thirty days of adjustments included.
Requirements
Onboarding has to follow the same steps every time — same document checklist. If each case gets decided on judgment, the process needs simplifying first. If our kickoff call shows your intake process changes client by client, I'll refund you in full that same day.
$2,200
10 business days·Full payment upfront·Fixed price
Estimated operating costs: $5–20 a month, paid directly to the providers (not to Poda).
Get startedAfter payment you'll get a link to book the kickoff call.
Before you pay
Don't buy this if the intake checklist changes client by client.
Simplifying the process comes first — automating a checklist that isn't fixed just automates the confusion.