Rapid Client Onboarding

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

This is what hassle-free onboarding looks like

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

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

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

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

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

Collect and manage a list of client documents in one secure location.

Connect ShareFile to your favorite apps to boost productivity.

Create dedicated spaces to streamline client interactions on projects.