Onboarding without the inbox archaeology
One link collects the documents, forms, and info you need — and shows you exactly who's done.
How it works
No rebuilding from scratch. Drop in what you already send clients — PDFs, Word docs, intake forms — and we turn it into something they actually finish.
PDFs, Word docs, scanned intake forms, the spreadsheet you copy-paste from. Drag any of them in. No template setup, no starting over.
Every field, signature, and document request gets extracted automatically. You spend minutes reviewing, not days rebuilding.
Clients fill in once on any device. You see exactly who's done, who's stuck, and what's still missing.