Streamline client intake with organized lists and real-time progress tracking.
![[interface] image of a tablet with an educational app (for edtech)](https://cdn.prod.website-files.com/6a240ac1bcdefc78eadc813d/6a240cf4fb74c69c1733ae58_5327f370-d4c9-4ffb-934a-65f350cbf304.avif)
Digitize your client intake with organized workspaces—no more lost emails or missing documents.
Gather all required materials in one place for each project, reducing manual follow-up.
![[digital project] image of case file on a tablet (for a legal tech)](https://cdn.prod.website-files.com/6a240ac1bcdefc78eadc813d/6a240cf4fb74c69c1733aeee_0c04c6a1-54b5-4f7b-96a9-96fb421c3117.avif)

Customize layouts to collect, track, and manage onboarding materials with ease.

Handle complex onboarding and changing needs with flexible, modular systems.
Gather all required materials in one place for each project, reducing manual follow-up.
![[background image] image of collaborative meeting (for a game development company)](https://cdn.prod.website-files.com/6a240ac1bcdefc78eadc813d/6a240cf4fb74c69c1733aeca_32df7bc9-6cb1-4ec4-8f39-0548bc249c59.avif)
Discover how teams streamline client intake

"With Matavyn Required Lists, our onboarding is structured, clear, and efficient. No more lost emails—everything our clients need is in one place."

"Centralizing our onboarding materials cut our setup time in half. The workspace is intuitive and keeps every project on track."

"Collaboration is seamless. Everyone knows what’s required and when, so we avoid delays and keep clients updated throughout onboarding."
Get practical onboarding tips and updates.