Use Jotform for Client Onboarding
The first impression matters — and onboarding new clients with scattered emails and documents can feel unprofessional. With Jotform, you can streamline the entire process by collecting client information, automating approvals, finalizing contracts, and tracking tasks in one secure, connected platform. Smooth onboarding means stronger client relationships from day one.
One Client Onboarding Solution
Jotform brings powerful products that work client onboarding workflows. Each one plays a role in making your process faster, easier, and more transparent.
Form Builder
Collect all client details from the start
- Build onboarding forms to capture client data, goals, and preferences.
- Add file uploads for documents like IDs or agreements.
- Use conditional logic to tailor forms to each client’s needs.
Jotform Tables
Organize and manage client data in one place
- Store onboarding forms, contracts, and communications securely.
- Track client status across onboarding stages.
- Share filtered views with account managers or teams.
Jotform Worklows
Automate approvals and onboarding steps
- Route contracts and forms to the right people for approval.
- Trigger welcome emails or kickoff tasks once contracts are signed.
- Reduce manual steps and keep onboarding moving smoothly.
Jotform Sign
Finalize contracts and agreements with e-signatures
- Collect digital signatures for contracts, NDAs, or policies.
- Store signed documents directly with each client’s record.
- Maintain a clear audit trail for compliance.
Jotform AI Agents
Provide instant answers and support during onboarding
- Assist clients with FAQs about services or onboarding requirements.
- Help staff categorize requests or flag missing documents.
- Offer real-time updates on progress.
Jotform Apps
Create a client onboarding hub
- Bundle forms, contracts, and onboarding resources into a custom app.
- Give clients one central place to complete all requirements.
- Provide staff with easy access to client onboarding tools.
Jotform Boards
Track subcontractor assignments visually
- Manage projects with boards moving from Application → Approved → Assigned → Completed.
- Assign supervisors and leave notes for each subcontractor.
- Keep managers and teams aligned on progress.
