Client intake forms are important documents in nonprofit organizations that onboard new clients. The steps in this crucial process include reviewing the accuracy of the information provided, ensuring their objectives align with company capabilities, and garnering all the required approvals. As the process involves multiple departments, it is important to carry out every approval request efficiently. However, most organizations follow traditional methods which include manual processing. This often results in errors, delays, and inconsistencies. An automated client intake form approval process can do wonders for operational efficiency. An automated workflow will streamline all the stages in the process, making it easier to raise requests and get them approved faster. The intake form can be digitized using a form builder which will map the details automatically. This way, human involvement is reduced which minimizes errors or delays.