Client onboarding form
Onboarding a new client usually means a chain of emails: send the details, add your company ID, sign the consent, attach the logo… An onboarding form packs it into one URL — and with conditional logic, each client type answers only what applies to them.
Where it helps
Agency taking over a client
Access credentials, billing details, brand assets, processing consent — one step, files attached directly.
New employee or contractor
Personal details, bank account for payroll; contractors additionally upload their certificate — conditionally.
Accounting firm client
Sole traders fill in a different branch than companies — VAT payers add extra documents, others never see them.
How it works
- 1
Compose the steps
A multi-step form: details → documents → consents → signature.
- 2
Branch by type
Sole trader / company, employee / contractor — each branch has its own fields.
- 3
The client fills everything once
Including file uploads and a signature. Progress is saved along the way.
- 4
Your team knows instantly
Email or Discord notification, PDF summary in the archive, status New → Processed.
What you get with it
File uploads
Logos, contracts, certificates — attachments stored with the response.
Conditional branches
Different fields for sole traders vs. companies, employees vs. contractors.
E-signed consents
GDPR and contractual consents signed in the same flow.
Progress saving
Clients can pause and come back later.
Team notifications
Email or Discord message a second after submission.
PDF summary
The whole onboarding as a document for your records.
FAQ
Can the form collect attachments?
Yes — the file upload field accepts documents and images and stores them with the response.
What if a client doesn't finish?
Unfinished responses are saved; you'll see them as “in progress” and can nudge the client.
Can different clients get different questions?
That's exactly what conditional logic does — one URL, but each client type gets its own set of questions.
Can it feed other tools?
Yes — webhooks and a REST API push the data into your CRM or internal system.
Related
Try it on your own form
The free plan includes 3 forms and 100 responses a month. No credit card, EU-hosted data.
Get started free →