Onboard new clients
with one link.
New client paperwork usually means an intake form, an engagement letter, and a payment request in three separate emails. DocOtto does all three in one sitting: they answer, the agreement fills itself in, they sign, and the deposit is paid.
Onboarding is where first impressions go to die
The client already said yes. Then the paperwork shuffle starts, and the polished service they were promised begins with a week of email attachments.
Three emails, three tools
The questionnaire in one email, the engagement letter in another, the payment link in a third. Each one is a chance to stall.
The same details typed twice
The client fills out the intake form, then their name and details get retyped into the agreement. Misspell a name in an engagement letter and you start the relationship apologizing.
Work starts before the paperwork lands
When onboarding drags, the work starts anyway. Now you are mid-engagement with no signed agreement and no payment on file.
One link, four steps, done
Send one onboarding link. Everything happens in a single sitting.
The client completes intake
A guided form collects their details, their needs, and anything your engagement depends on. Conditional questions keep it short.
Their answers fill the agreement
Your engagement letter or service agreement is pre-filled from the intake answers. Scope, names, and fees land in the right blanks.
They sign on any device
The client reviews and signs the agreement in the same sitting. ESIGN compliant, with a tamper-resistant final copy for both sides.
The first payment follows
A Stripe request for the retainer or first payment follows the signature. The client lands in your pipeline as signed and paid, not "pending paperwork."
Onboarding that runs itself afterward too
Every new client gets a Living Link status page showing where their onboarding stands, and every onboarding sits on your board so nobody slips through half-finished.
Onboarding templates by practice
Ready-made intake flows for the professions that onboard clients every week.
Frequently asked questions
- Can the onboarding form and the contract really be one step?
- Yes. The client answers the intake questions, and the agreement they sign next is generated from those answers. One link, one sitting, no attachments.
- Can I review the agreement before it goes out?
- Yes. Agreements can be drafted for your review first, or sent automatically for standard engagements. You choose per workflow.
- Can I collect a retainer during onboarding?
- Yes. A Stripe payment request follows the signature, for a flat retainer, a percentage, or the full first invoice.
- Does the client need to create an account?
- No. The whole onboarding happens from one link in any browser. Afterward they get a status page, also with no login.
Make day one feel like the service they bought.
One link. Intake, agreement, signature, payment. Done before the kickoff call.