Focus on clients, not paperwork.
Verdant Client Intake reads a new client’s documents, structures the information, and assembles the paperwork the relationship requires — ready for your review. What used to take a week of manual work takes a fraction of the time, and no one has to leave Salesforce to do it.
A new client should not mean a week of data entry.
It reads everything.
Verdant Client Intake uses AI to read the client documents you provide, the data already in your Salesforce, and any instructions you add — and it understands what it is looking at.
It structures the information.
Everything it reads becomes clean, populated records. No rekeying, no copy-paste, no transcription errors.
It recommends and generates the documents.
Based on the client’s situation, it proposes the exact paperwork the relationship requires, and generates it — the same forms your Operations team would otherwise assemble by hand.
It facilitates signing.
Signatures are captured natively, in person or by email e-signature — with no per-signature fee.
No one has to open Salesforce to start.
Documents can arrive by upload or straight from a client’s email. Sales teams can simply email their documents and instructions, and let AI build the record without ever going into Salesforce at all. The work begins the moment the email lands.
AI does the work. A person makes the call.
Verdant Client Intake uses AI to remove the busywork, not to replace judgment. Every document it recommends is presented for a person to review and approve before anything is created. The process moves at the speed of automation and stays firmly in human hands.
The signing bill goes away.
Document generation and e-signature are built in. There is no separate e-signature vendor, and no per-document or per-signature fee — the cost that used to grow with every client onboarded simply disappears.
Built on Sales Cloud.
Verdant Client Intake is native to Salesforce and runs on Sales Cloud. If your firm is on Financial Services Cloud, you already have what you need. It works with the data, security model, and processes you already have.
See it read your kind of documents.
We will show you the full intake flow on the kinds of documents your firm handles every day.