Use casesAgencies

Client onboarding that finishes itself.

Logos, brand files, contacts, and a signed SOW. Your new client gets one link with clear steps. AllBack asks for what is missing, so the kickoff starts on time.

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allback.ai/r/katherineLive

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Collect logos, brand files, and a signed SOW from our new client. Make it dark and sleek.

  • One link with steps
  • Files and signature in one place
  • Reminders until it is done

The old way

  • A checklist email that nobody reads to the end
  • Files in email, chat, and transfer links
  • The kickoff moves because one file is missing

With AllBack

  • One link with steps. It saves as they type
  • Every file lands in one place
  • You see what is missing, and AllBack asks for it

What you collect

Company detailsLogosBrand guideSocial handlesMain contactBilling contactSigned SOW

Change any question. Your AI builds the form from what you say.

  1. 1Say what you need from the client, and by when.
  2. 2The client gets one link. They can stop and finish later.
  3. 3Get every file and the signature in one place.

Questions

Can the client stop and finish later?

Yes. Answers save as they type. The same link opens where they stopped.

Can I use it for many clients?

Yes. Add each client to the same request. Each one gets their own link and their own reminders.

Can I ask for passwords?

No. AllBack refuses forms that ask for passwords, codes, or bank details. Use the invite feature of each tool instead.

Try it in one minute.

Make this form, change what you want, and send it when you are ready.

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More use cases

Year-end documentsVendor documentsSpeaker detailsRenewal contactsPolicy sign-offEvent RSVPsNew-hire detailsPermission slipsCase-study approvals