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
Watch VideoMake 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.
Information Request
Streamline the process of collecting client information inside of custom forms.
"ShareFile streamlines workflows by developing processes in repetitive tasks which speed up client interactions."
Vassily James Health Manager, HCA Houston Healthcare