Client onboarding
Collect the essential details and documents before a kickoff, consultation, or first delivery.
- Contact and company details
- Project questionnaires
- Signed acknowledgements
For businesses & professional services
Start the relationship.Skip the attachment chase.
Give new clients, vendors, and project partners a clear place to send the information your team needs. Bring their answers, supporting files, and signed acknowledgements into one collection workflow.
Choose General use / no PHI during setup. No BAA is required for that choice.
Example consulting studioExample
Your next project starts here.
A few details. The right documents. All together.
- Company name
- Morgan & Co.
- What are we working on?
- Website redesign
Project brief.pdfAdded to your response
SignatureAlex Morgan
Review your answers before submitting
Google Drive destinationNew client projects
No respondent Google loginAnswers, uploads & signaturesGoogle Drive delivery
Ways to use it
Put a repeatable process behind the first impression.
Example workflows to explore with your team.
Vendor & partner information
Give your team a consistent set of answers and supporting files for review.
- Business profiles
- Requested certificates
- Supporting documents
Project & service requests
Make the brief more useful by asking relevant follow-up questions and requesting files in the same flow.
- Project requirements
- Reference files
- Service selections
Let the form fit the task
One question.
One page. Or a few.
A quick request and a detailed application deserve different formats. Choose the layout that suits your questions.
Try the layoutsOne at a timeRoom to focus
Single pageThe whole picture
Multiple pagesA little structure
From request to review
The form is just the beginning.
- 01
Turn the checklist into a form
Create reusable questions and upload requests, add signature fields, and, where enabled, use conditional visibility to tailor the questions people see.
- 02
Send a focused request
Share a protected link and access code with a client, or use a public form link for incoming project inquiries.
- 03
Put the files where work happens
Deliver scanned, clean files and the PDF summary to Google Drive so your team can continue its review in the folder it already uses.
Choose the right access
An open invitation.
Or a personal request.
Match the way you share to the information you are asking for.
Read the security overviewPublic form links
A reusable starting point for new applications or inquiries. Share the link directly or link to it from your site. Public links accept new responses without an access-code gate.
Protected individual requests
For a known recipient, send a request link and a separate access code. Keep the requested questions, documents, and signatures together in one packet.
Files are staged privately and scanned before delivery. Your team controls the permissions of the destination folder.
Before you begin
A few practical answers.
Can I reuse the same form for different clients?
Yes. Save a form to use in future requests. You can also combine saved forms into a packet when onboarding needs a questionnaire, an acknowledgement, and a document checklist together.
Can I link to a form from my website?
Yes. Add your published public form’s reusable link to a button or page on your website. A public link is open to new respondents; choose a protected individual request when you need a recipient access code.
Is there a CRM integration?
These workflows deliver to Google Drive. PHI Uploader is not presented here as a CRM, sales pipeline, or project management integration. Review any additional handoff your team needs before choosing a workflow.
Can this work for a company outside healthcare?
Create your workspace, secure your account, and choose General use / no PHI during setup if your forms will not collect protected health information. No BAA is required for that choice. Connect your Google Drive destination, save a form, and complete activation. Healthcare customers choose Healthcare / PHI and must complete the current BAA and required setup before collecting PHI.
Get started
Make the next client handoff easier to manage.
Create your workspace, choose healthcare or general use, and set up the forms and destination your team needs.