Onboard new clients in minutes,
not days.
Replace scattered onboarding emails with one AI-powered adaptive intake flow that captures project details, assets, and preferences. Dashform builds your entire onboarding form automatically in minutes, no coding or manual setup required.
Scattered emails collect fragments. They never deliver a clean kickoff.
Every missing detail triggers another clarification email, and project kickoff slips by days while you chase assets, goals, and requirements one reply at a time.
Generic email threads and spreadsheets feel amateur next to a polished flow, and a rough onboarding experience erodes client trust before the work even begins.
Without integrations, someone re-keys every answer into your project tools by hand, burning billable hours and leaving gaps where details fall through the cracks.
From new client to project kickoff in one form.
From signed contract to kickoff, one form replaces the entire onboarding email chain. Dashform keeps welcome, intake, assets, and setup in one connected flow.
- 01Welcome and context
Greet your new client with a branded welcome screen that sets clear expectations, outlines the onboarding timeline, and explains what information they need to prepare.
- 02Adaptive intake questions
AI dynamically adjusts questions based on the service type, project scope, and previous answers, so every client only sees what is relevant to their engagement.
- 03File and asset collection
Collect brand guidelines, logos, reference materials, and project documents in a single flow. No separate email attachments or file-sharing links needed.
- 04Automatic project setup
Onboarding responses sync automatically to your CRM, project management tools, and databases via deep integrations, creating project records without any manual data entry.
Start projects faster. Impress clients from day one.
Describe what you provide and AI generates onboarding screens, adaptive questions, and a delivery-ready intake flow — no templates to configure or logic to wire up.
Collect everything once in a single adaptive flow with AI asking the right follow-ups, so time-to-kickoff drops from days to hours and nothing gets missed.
Responses sync straight to your CRM, Notion, Airtable, or Google Sheets, creating project records automatically and freeing your team for billable work.
Track onboarding completion and quality.
See exactly which clients finished onboarding and who needs a follow-up reminder, so no new project stalls waiting for missing information.
Identify which questions cause confusion or drop-off and optimize your onboarding flow with data-driven improvements that increase completion rates.
Find exactly where clients slow down or abandon the onboarding journey, then streamline those steps to reduce time-to-kickoff across every engagement.
Understand client satisfaction with your onboarding process at scale, and catch negative experiences before they affect the working relationship.
Frequently asked questions
Onboard new clients in minutes, not days.
Replace the onboarding email chain with one AI-powered adaptive intake flow. Dashform builds your entire onboarding form from a short description in minutes, collecting details and assets and syncing them straight to your project tools.
Free plan stays free · no card · no chatbot to babysit