🇬🇧 In English

A complete client onboarding checklist for marketing agencies — contracts, brand assets, access, audience, compliance, and reporting. Copy-paste template included.

A practical law firm client intake checklist with documents by case type, conflict checks, engagement letters, and workflow tips to onboard clients faster.

The complete background check document checklist for employers in 2026: identity, employment, criminal record, licenses, and role-specific clearances.

This is the release we've been working toward for a while. Superdocu now has a full API v2, an MCP server that connects directly to Claude and ChatGPT, and an open-source CLI. Here's what that means in practice. API v2 The API has been rebuilt from scratch. API v2...

Financial advisor document collection is the process of gathering, verifying, and renewing the regulated paperwork advisors need to open accounts, run KYC checks, document suitability decisions, and prove compliance during audits. Done badly, it eats hours every week...

AI document collection uses artificial intelligence to classify, extract, validate, and verify documents during client onboarding. Here’s what it does well, where it still needs a human, and how to roll it out.

A white-label client portal makes your client onboarding feel like part of your brand. Here is what to look for, what it costs, and how to set one up in under an hour.

A copy-ready accounting client onboarding checklist: 12 documents every firm should collect from new clients, plus how to automate the process so you stop chasing email replies.

A practical guide to insurance claims document collection: checklists by line of business, what good looks like, and a six-step playbook for cutting cycle time.