Onboard clients with speed & ease

Use our agreement workflow to onboard clients and introduce them to a better experience.

This is what hassle-free onboarding looks like

See how easy it is to onboard with built-in automation.

Make clients feel like a priority

Send onboarding agreements that your new clients can review and sign in minutes. We'll guide them through the account creation process too.

Reallocate the time you save

By reducing the number of onboarding steps, you also lower the cost of client acquisition and increase time spent on high-value tasks.

Features to simplify client onboarding

Agreement Templates

Use saved agreement templates or create new ones to speed up service delivery.

Auto-fill Data

Prefill agreements with existing client data — no need to retype or ask clients to fill in repetitive info.

Fast-Track Organization

We’ll auto-generate a shared folder with the signed agreement and invite clients to create their client portal.

"ShareFile® streamlines workflows by developing processes in repetitive tasks which speed up client interactions."

Vassily James

Health Manager, HCA Houston Healthcare

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