Build custom forms to get the questions that you want answered — the first time, every time.
Questions that adapt based on previous answers — keeping forms relevant.
Clients can securely upload documents, IDs, financial statements, and any required files
Automatically generate professional CSV and PDF versions of completed eForms for your records.
Send eForms independently or integrate them seamlessly into onboarding and proposal workflows.
Forms move seamlessly from sent to completed, without manual chasing or follow-ups.
Design forms that match how your firm works — no rigid templates or one-size-fits-all fields.
Structured questions and validations ensure you receive complete, usable information the first time.
Automated reminders follow up incomplete forms so that your team doesn’t have to.
Saves time by eliminating back and forth info collection
Follow up clients automatically when forms are incomplete or overdue.
See exactly which forms are sent, in progress, or completed — at a glance.
Client information is collected securely and stored within your OnboardMe workspace.
Reuse client answers when generating proposals and defining scope.
Collected data flows directly into onboarding records — no re-keying required.
Support AML, identity verification, and regulatory workflows where required.
