Client Onboarding Platform
$700+ $250 / month
Build fee + monthly
Pay everyBilled $257.50 every month, including a 3% processing fee. $978.50 charged today.
Turn manual onboarding into one tracked pipeline.
A client-onboarding platform that replaces a manual chain of emails with a single tracked flow. Customers fill a branded form that saves as they type; staff watch every account move through the pipeline from one dashboard, and contracts generate and sign themselves through a two-party e-signature envelope. We can build you the same system, shaped to your business.
A build like this, tailored to you. Checkout starts the one-time setup fee plus your monthly plan via Stripe (hosting, updates, and support included); we scope the details together.
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MaxPro
Fleet onboarding
Pre-filled for the demo. Your documents are already attached.
Documents
Void cheque.pdfInsurance certificate.pdfFleet list.xlsx
What's inside
- 01Branded multi-section onboarding form with autosave and resume
- 02Personal links: answers attach to the right profile, no duplicates
- 03Staff dashboard with colour-coded status and live desktop notifications
- 04DocuSign two-signer envelopes that route customer to counter-signer automatically
- 05Auto-generated contract bundles, merged per client and province
- 06Void-cheque OCR to pre-fill banking, always confirmed by a human
- 07Passwordless staff login locked to your company domain
Built with
- Next.js
- Prisma
- DocuSign
- PDF bundles
- Gemini OCR