Onboard New Clients in Minutes, Not Days.
Replace scattered emails and messy intake processes. Dashform's AI builds adaptive onboarding forms that collect project details, preferences, and files — all in one professional flow.
Free to start · No credit card required
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See how an AI onboarding form adapts to different client types
Build a Professional Onboarding Flow in Minutes
Tell Dashform what service you offer. The AI generates a complete onboarding form — welcome screen, adaptive questions for different service types, file upload steps, and a confirmation page — in under 3 minutes.
AI generates intake questions based on your service type
Adaptive flows that skip irrelevant questions automatically
Collect files, credentials, and preferences in one place
Why AI Onboarding Forms Beat Email Chains
Eliminate the email back-and-forth
New clients mean 5-10 emails asking for details, assets, and preferences. An AI onboarding form collects everything in one session — structured and ready to use.
Make a professional first impression
Your onboarding experience sets the tone for the entire relationship. A polished, adaptive intake form tells clients you are organized and serious about their project.
Save 3-5 hours per new client
Teams using AI onboarding forms report saving 3-5 hours per client on information gathering alone. That time goes back to actual project work.
From New Client to Project Kickoff — In One Form
From signed contract to project kickoff — here is how smart onboarding works:
STEP 1
Welcome and context setting
New client receives a branded onboarding link. The form explains what information is needed and how long it will take.
STEP 2
Adaptive intake questions
AI adapts the flow based on service type, project scope, and client responses. Website clients see design questions; consulting clients see goal-setting questions.
STEP 3
File and asset collection
Clients upload logos, brand guidelines, access credentials, and reference materials — all within the same flow.
STEP 4
Automatic project setup
Responses sync to your project management tools. A new project record is created automatically with all client details organized and ready.
One form replaces the entire email chain. Clients complete onboarding once, and your team has everything needed to start.
What Changes When You Automate Onboarding
“We used to spend a week going back and forth with new clients. Now they complete one form and we start the project the next day.”
AI-powered client onboarding helps you:
- Collect all project details, files, and preferences in one adaptive form
- Automatically create project records in your tools when onboarding completes
- Reduce time-to-kickoff from days to hours
Start projects faster with complete information
Reduce back-and-forth by 80%
Deliver a premium client experience from day one
Built for Real Onboarding, Not Just Contact Forms
Track onboarding completion and quality
Dashform's analytics show:
Completion tracking
- See which clients have completed onboarding and who needs a follow-up reminder.
Response quality insights
- Identify which questions clients struggle with or skip, and optimize your flow.
Time-to-complete metrics
- Track average onboarding completion time and identify bottlenecks.
Client satisfaction signals
- AI-powered sentiment analysis reveals how clients feel about your onboarding process.
Sync Client Data to Your Project Tools
Automatically sync client onboarding data to your project tools:
Google Sheets
Organize client details in a master spreadsheet
Notion
Auto-create project pages in your Notion workspace
Airtable
Build a client database with all onboarding data
Or connect to ClickUp, Monday, Trello, and 5,000+ tools via Zapier
Client Onboarding Templates — Or Start Custom
Start from a client onboarding template or let AI build one from your service description.
Educational Webinar Registration
Register and qualify attendees for educational webinars.
View this templateCommunity or Workshop Webinar
Register and prepare participants for interactive workshops.
View this templateExpert Talk / Guest Session
Register and qualify attendees for expert-led webinars.
View this templateStallholder Operations Form
This form streamlines stallholder management for event organizers, facilitating efficient allocation, logistics, and coordination for any event with vendors.
View this templateBold Registration Form
Collect essential registrant details and their referral source efficiently, ensuring organized data management and streamlined record-keeping for your organization.
View this templateClient Onboarding FAQ
Onboard Smarter, Start Faster.
Create a professional client onboarding form in 3 minutes. Collect everything you need in one flow.