We’ll honour your contract. You start now, free.
Found something better while you’re still tied in? Don’t wait for your contract to run out. Use OnboardMe on a Starter plan at no cost for the rest of your current term, whoever it’s with.
- A Starter plan at no cost until your current contract ends
- Whichever provider you’re locked in with
- No paperwork to dig out first
How the months play out
Your current provider
OnboardMe
Today
Contract ends
- No paying twice. Starter is yours free until your contract ends.
- Every feature, unlimited users and unlimited clients.
How it works
Switch now. Pay when your contract’s done.
We know how frustrating it is to find something better while you’re locked in, so we take the cost of switching off the table.
- Step 1
Tell us about your contract
Who it’s with and roughly when it ends. Send the form below or book a call. No paperwork to dig out first.
- Step 2
Start on Starter, free
We set your business up on a Starter plan at no cost for the rest of your current term.
- Step 3
Move across at your pace
Send new proposals and onboardings from OnboardMe while your old tool winds down. Our team helps you set up.
- Step 4
Choose your plan when it ends
Once your old contract is over, pick the plan that fits how many requests you send.
What you get
The full platform, not a cut-down version.
Every plan includes every feature, Starter too. It comes with 30 requests a month, counted like this:
- Proposals
- 1 request per proposal
- Onboarding
- 1 request per recipient
- eForms
- 1 request per form
- Ethical letters
- 1 request per letter
- Signing
- 1 request per signing pack
- Client Onboarding
- Proposals
- Payments
- eForms
- Ethical Letters
- Signing
- Integrations
- Leads
- Unlimited Clients
- Unlimited Users
- Automated Reminders
- Internal Checklists
- Custom Branding
- Approval Workflows
- Ad-hoc / Repeating Bills
- Login with Microsoft / Google
- Data Hosted Onshore
Questions
The fine print, in plain English.
Which providers does this cover?
Whichever one you’re locked in with. If you’re paying out a contract for proposals, onboarding, forms or anything else OnboardMe replaces, tell us about it.
Do I need to send you my contract?
No paperwork to dig out first. Tell us who it’s with and when it ends, and we’ll take it from there.
Is anything left out of the free Starter plan?
No. Every plan includes every feature, with unlimited users and clients. ID verification and AML checks are charged per check, as they are on every plan.
Can I keep using my old tool while I switch?
Yes. That’s the point: you’re not paying twice while you wrap up work in your old tool and send new work from OnboardMe.
What happens when my contract ends?
You choose the plan that suits how many requests you send, from Starter up.
Claim your free Starter plan
Tell us who you’re locked in with.
Just the provider and roughly when it ends. One of our team will get back to you, usually within one business day, to set you up.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
Book an OnboardMe demo with a real human. Yes, an actual one. No sales scripts, robots or pre-recordings, just answers.
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