Client onboarding software
Client onboarding software for small and medium companies
You send one link. The client opens it on their phone, fills a guided form built from the PDF you already use, uploads documents, verifies identity when the flow calls for it, and signs. You get structured data, filled documents and a sealed, signed pack, reviewable in one place.
- One link: form, documents, identity, signature, delivery
- Your own PDF becomes the form, in any language
- Answer once, fill every document in the pack
What does a Braigest onboarding link actually do
A client opens one link on a phone or laptop and moves through a guided form, then any documents you need from them, then identity verification if the flow requires it, then a single signature that seals the whole pack. Nothing is rebuilt for each client and nothing is retyped between steps, because every step reads from the same set of answers.
- Guided form, built once, reused for every client
- Document upload with the questions that need it
- Optional identity check, placed where the flow needs it
- One signature seals the whole document pack
How do I turn my existing PDF into an online form
Upload the intake PDF you already send clients today. AI detects the text fields, checkboxes, multiple-choice groups and signature areas, in whatever language the form is written in. You review what it found, then that same PDF is what gets filled back for every client who completes the link. Nobody rebuilds the form from a blank canvas.
Why answer the same question only once
A client's address, company name or ID number is asked once and stored as one dossier. Every document in the pack that needs that field pulls it from the dossier, so a client never retypes the same detail across three or four forms, and you never reconcile three or four versions of the same fact.
How is the signature different from a separate e-signature tool
Signing happens inside the same flow, not in a second product. One signature applies a native PAdES seal to the whole document pack and produces an evidence page recording consent time, device, the identity method used and any reviewer decisions. There is no separate e-signature seat to buy and no second audit trail to keep straight.
Is this GDPR-safe for client data
Every organization's data is isolated, encrypted, and audit-logged. Erasure and access requests are handled per case. Compliance steps such as identity checks, sanctions and PEP screening, and company registry lookups are available by plan tier when your onboarding needs them, not switched on by default.
- Data isolated per organization, encrypted
- Identity verification (KYC) and AML screening by tier
- Company registry lookups for business clients by tier
- Erasure and access requests handled per case
Who uses Braigest to onboard clients
Any firm that collects information, documents and a signature from a new client before work can start. Accountants, insurance brokers, clinics, law firms, real-estate agencies, credit brokers and car rental companies all run the same shape of flow with different documents and different compliance steps switched on.
- Accountants and bookkeepers
- Insurance brokers
- Clinics and healthcare practices
- Law firms
- Real-estate agencies and credit brokers
Frequently asked questions
Do I need to rebuild my intake form from scratch?
No. Upload the PDF you already send clients and AI detects the fields for you. You review the result, and that PDF is what gets filled back for every client afterwards.
Does the client need to install anything?
No. The client opens one link in a browser on any device, completes the form, documents and signature, and is done. There is nothing to install on either side.
Is identity verification required?
No, it is optional per workflow. Turn it on when your onboarding needs to confirm who the client is, and leave it off for flows that do not.
What does the signature actually seal?
One signature applies a native PAdES seal across the whole pack of documents generated for that client, plus an evidence page recording how and when it was signed.
How much does it cost?
Solo is 29 euro per month, Practice is 149 euro per month, Firm is 499 euro per month, and Enterprise is priced on request. There is no self-serve signup; book a 30-minute call to get set up.
Explore more of the platform
See your own PDF turned into a working onboarding link
Bring the intake form you already use. We will show you the guided version on a 30-minute call.