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Agent library / Client onboarding / Internal new-client form and approvals

Internal new-client form and approvals

PitCrew builds your internal new-client form from the CRM and the signed agreement: accounts, fee schedule, exclusions and transfers. It routes it to billing and operations for approval, so nobody types it twice.

When it runsWhen a client signs
Who approvesBilling and operations
Works withCRM, signed agreements
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Reads the agreementFee schedule, exclusions and accounts
  2. Pulls client detailsFrom the CRM
  3. Fills the formYour internal new-client form
  4. A person approvesBilling and operations approveEach in turn

What it reads and what it produces

Reads

  • The signed agreement
  • Client details in the CRM
  • Your internal form

Produces

  • A completed internal form
  • Approvals from billing and operations
  • Mismatches between the agreement and the CRM

Rules it follows

  • Follows the agreementThe fee schedule comes from the signed agreement, not memory.
  • Flags mismatchesDifferences between the agreement and the CRM are shown.

Questions firms ask

Last updated: October 2026

Why does this matter?

An incomplete or wrong internal form is a common source of billing errors later.

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

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Client form automationFills in custodian, transfer and agreement forms from client data you already have and flags what's missing.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.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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