From PDF intake to fully automated onboarding workflows
Client Onboarding Forms, Powered by PlatoForms
Stop chasing emails and scattered documents.
With PlatoForms, you can turn your onboarding process into a structured, secure, and automated flow—collecting client details, documents, approvals, and signatures in one place. Whether you start from a PDF or build from scratch, onboarding becomes faster and more professional.
With PlatoForms, you can turn your onboarding process into a structured, secure, and automated flow—collecting client details, documents, approvals, and signatures in one place. Whether you start from a PDF or build from scratch, onboarding becomes faster and more professional.
Turn Manual Onboarding into a Scalable System
Eliminate back-and-forth, reduce errors, and onboard clients faster
Turn PDFs into smart, structured onboarding workflows with AI
Start from Existing Onboarding Documents
Already using onboarding forms in PDF or Word? Convert them instantly with our PDF to fillable web form converter, powered by AI recognition that automatically detects and maps fields for you.
Skip manual form rebuilding entirely—what used to take hours can now be done in minutes. You can also use our AI form generator to create onboarding forms from scratch, or explore ready-to-use client onboarding form templates and customize them for your onboarding process—whether you’re collecting client details, compliance documents, or agreements.
Skip manual form rebuilding entirely—what used to take hours can now be done in minutes. You can also use our AI form generator to create onboarding forms from scratch, or explore ready-to-use client onboarding form templates and customize them for your onboarding process—whether you’re collecting client details, compliance documents, or agreements.
Everything you need—captured in a single submission
Collect Client Data, Documents, and Signatures in One Flow
Gather structured client information, upload files, and capture legally binding e-signatures—all within one onboarding form.
No more switching between tools or losing track of documents. You can also send onboarding emails with your own domain (CNAME) to deliver a more professional, fully branded experience.
No more switching between tools or losing track of documents. You can also send onboarding emails with your own domain (CNAME) to deliver a more professional, fully branded experience.
Route submissions, assign roles, and trigger actions instantly
Automate Approvals and Internal Workflows
Use workflow automation to create multi-step onboarding processes. Assign internal reviews, approvals, and notifications automatically—so nothing falls through the cracks.
Turn submissions into polished PDFs instantly
Generate Completed Documents Automatically
With Master Form, you can auto-fill client data into final documents—contracts, agreements, or onboarding summaries—ready to download or share.
Keep your onboarding pipeline connected
Integrate with Your Existing Tools
Send onboarding data to your existing systems with integrations. Store documents in the cloud, notify your team in Slack, or connect to your CRM—without manual work.
Make onboarding simpler and easier to complete
Guide Clients with Conversational Forms and Smart Logic
Use conversational forms to guide clients step by step, reducing overwhelm and improving the onboarding experience.
With AI-powered logic, you can show only relevant fields based on user input—keeping forms focused, efficient, and easy to complete.
With AI-powered logic, you can show only relevant fields based on user input—keeping forms focused, efficient, and easy to complete.
FAQ’S
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Can I generate onboarding forms using AI?
Yes. With our AI form generator, you can create onboarding forms in seconds by simply describing what you need. It helps you quickly build structured forms for client intake, document collection, and agreements—without starting from scratch. -
Can PlatoForms automatically recognize fields in my onboarding documents?
Yes. Our AI recognition automatically detects fields in your uploaded PDFs and converts them into fillable form inputs. This significantly reduces manual setup and speeds up the process of turning existing onboarding documents into digital workflows. -
Can I use my own domain for onboarding forms and emails?
Yes. You can set up a custom domain (CNAME) to send onboarding emails and host forms under your own branded domain. This creates a more professional, trustworthy experience for your clients and keeps your onboarding fully on-brand. -
Do I need to rebuild my onboarding forms from scratch?
Not at all. You can upload your existing onboarding documents and convert them using our PDF to fillable form tool, or start from pre-built templates. This saves hours of setup time. -
Can I collect documents and signatures together?
Yes. PlatoForms allows you to collect file uploads and capture e-signatures within the same onboarding flow, making the process seamless for both you and your clients. -
Can I automate internal approvals?
Absolutely. With workflow automation, you can route submissions to different team members, set approval steps, and trigger notifications automatically. -
Is client data secure?
Yes. All data is securely transmitted and stored, ensuring that sensitive client information is protected throughout the onboarding process. You can also review our Privacy Policy to learn more about how we handle and safeguard your data. -
Can I embed onboarding forms on my website?
Yes. You can embed your form directly into your website or share it via link, making it easy for clients to complete onboarding anywhere. -
How easy is it to set up and manage client onboarding workflows with PlatoForms?
PlatoForms is designed to make client onboarding simple and efficient—no technical skills required. You can quickly convert existing documents or generate forms with AI, then set up workflows for data collection, approvals, and document generation in just a few steps. We also provide helpful resources like video tutorials, guides, FAQs, and a responsive support team to help you get up and running quickly.
