[AU Core] Client Onboarding (Prep Systems)

This template guides the onboarding process for new Australian clients, with a focus on preparing internal systems and tools for service delivery.

It includes tasks for gathering client information, setting up practice management and accounting platforms, creating folders, and enabling key integrations. Responsibilities are distributed between onboarding and admin roles, with automation used to progress work based on task completion.

The workflow ensures that systems are configured correctly before client work begins, and is fully customisable to suit your firm's tools and processes.

Core templates are medium-complexity templates, with strategic use of client requests/email templates and a streamlined number of sections and tasks. They are designed to help you quickly get started with, and derive value from, Karbon templates.