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Agent library / Client onboarding / Client form automation

Client form automation

PitCrew fills in custodian and transfer forms from the client data you already have and flags anything missing or mismatched. A person reviews before anything goes to the client.

When it runsA new account, a transfer or a client change
Who approvesOperations
Works withCRM, client statements, custodian forms
Get in touchDescribe your version of this task

How it works

5 steps. A person decides at the end.

  1. Gets the requestA new account, a transfer or a change request
  2. Pulls the dataClient details from the CRM, account numbers from statements
  3. Fills the formEvery field it has a source for
  4. Flags gapsMissing fields and names that don't match
  5. A person approvesOperations reviewsFixes the gaps and approves the form for signature

What it reads and what it produces

Reads

  • Client and household records in the CRM
  • Statements and documents on file
  • Your library of custodian forms

Produces

  • Filled forms, ready for signature
  • A list of missing or mismatched fields
  • Where each field came from

Rules it follows

  • Never invents a valueA field with no source stays blank and is flagged.
  • Shows where every field came fromSo the reviewer can check it quickly.
  • Never sends to the clientOperations reviews and sends for signature.

Questions firms ask

Last updated: October 2026

Which forms can it fill?

New account applications, transfer forms, advisory agreements, and change forms such as address, beneficiary and standing instructions.

What happens to a field with no data?

It stays blank and is flagged. It never guesses.

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Client onboarding

See all of Client onboarding →

New account onboarding reviewChecks each new account packet before it goes to the custodian, so it is not sent back.Client intake and document collectionSends the right document checklist for each new client, tracks what's arrived and reminds clients about the rest.Account transfers and re-registrationTracks every transfer from another firm until the assets arrive, and chases the exceptions.Internal new-client form and approvalsBuilds the internal new-client form from the CRM and the signed agreement, and routes it for sign-off.Custodian form version checkMakes sure every form going out is the custodian's current version.Rollover and exchange paperworkAssembles the comparison and paperwork for a 401(k) rollover or annuity exchange, with the reasons documented.Annuity application reviewChecks annuity applications for missing information and required documents before they go to the carrier.IPS draftingDrafts an investment policy statement from your template and the client's profile.
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We build it with you, from data access to the first production run in 5 working days.

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