Client Onboarding Forms + E-Sign - Setup

One-time setup, done for you in 5-7 business days.

New clients fill one intake form, sign your agreement online, and both sides get a copy automatically.

How it works

1. A new client gets your intake form link
2. Their answers fill your agreement, ready to e-sign
3. Signed copies go to both of you and you get an alert

What you provide: Your agreement and the questions you ask new clients.

Compliance: E-signatures follow the ESIGN Act and UETA consent rules. Sensitive numbers are never sent by plain email.

Monthly service: $97/month is a separate membership (Client Onboarding Forms + E-Sign - Monthly) that covers running, sending and tune-ups.

Bundle deal: buy 2 setups and the 3rd is free, buy 4 and the 5th is free (the lowest setup is the free one). Tell us your free pick in the checkout box. Questions: (888) 534-4145.