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Public client onboarding
Professional intake chat for your form-filling business.
Visitors fill in their basic details first. Then the chat tells them exactly what to do next: send all their documents. Every submission becomes a client record in your dashboard.
Auto-create client profile
Collect files and document previews
Open directly inside dashboard
How this flow works
- 1. Client fills in name, Gmail, and contact number.
- 2. A client profile is created instantly in the dashboard.
- 3. The chat asks for all images and documents.
- 4. Uploaded files are saved into that client profile.
Step 1 of 3
Create your client profile
Welcome to NovaAxis.
Please fill in your basic details first. After that, we will ask you to send all your documents so our team can start your work properly.