One link. Every signature, form, and document.
OnboardingGenie replaces your DocuSign, Dropbox, and intake spreadsheet with one link that collects every signature, form, and document a new client or hire owes you — and tracks the annual refreshes, training, and policy renewals that follow. $49 a month flat for the whole firm — not per seat.
Replace three tools with one.
Most small firms run intake out of three tools that never talk to each other. OnboardingGenie does the work of all three — and orchestrates them into one experience for the recipient.
INSTEAD OF
An e-signature account
DocuSign, PandaDoc, or one of the cheaper alternatives — billed per user, capped on envelopes.
INSTEAD OF
A shared file folder
Dropbox, Google Drive, or email attachments — files scattered across inboxes, no audit trail.
INSTEAD OF
A spreadsheet to track it
Manually checking who's submitted what — and chasing down whoever hasn't.
Compliance management without the HRIS.
Annual handbook acknowledgments, anti-harassment training, AI use policies, security awareness — sent in one packet, tracked across your whole team, renewed automatically.
Policy acknowledgment tracking
Send policies, track who's signed, know who hasn't.
Annual recurrence
Anniversary-based renewal. Due dates tracked per person.
Compliance dashboard
Current, due soon, overdue — at a glance, across every requirement.
Audit-ready records
Completion ledger, per-step PDFs, QuickBooks export.
How it works
Build a packet
Pick from 21 starter packets across 8 categories, describe what you need, or hand existing PDFs to the Genie.
Send the link
Enter a name and email. The recipient gets a magic link — no account needed.
They complete it
Documents, signatures, forms, acknowledgments — done from any device, at their own pace.
You download everything
Compliance packages, W-9 PDFs, QuickBooks exports — all in one place.
Built for every kind of intake.
21 ready-made packets across 8 categories. Or tell the Genie what you need in plain language. Or hand your existing PDFs to the Genie and watch your packet take shape.
Staffing & HR
W-2, 1099, and executive onboarding with W-9s, I-9s, offer letters, direct deposit, and policy acknowledgments.
Lending & Finance
Loan applications, mortgage pre-qual, credit auth, bank statements, and KYC — all before the first call.
Accounting Firms
Tax client intake, bookkeeping setup, payroll onboarding — with engagement letters, prior returns, and IRS consent.
Healthcare
Patient registration and therapy intake with insurance cards, HIPAA acknowledgment, consent to treat, and intake forms.
Legal & Insurance
Client intake, retainer agreements, privilege disclosures, conflict checks, and insurance applications.
IT & Consulting
Managed services onboarding, consulting project kickoff — NDAs, SOWs, environment intake, and AUP acknowledgment.
Real Estate
Buyer and seller onboarding with representation agreements, agency disclosures, fair housing notices, and property details.
Compliance & Training
Annual handbook, AI use, and security policy acknowledgments — sent in one packet, tracked across your whole team.
Everything you need, included.
30-day free trial of every feature. Then $49/month flat — no per-seat fees, no envelope limits, no usage caps. Cancel anytime.
Tired of counting envelopes?
Send unlimited packets for $49 a month. Each packet replaces what would be three or four envelopes elsewhere — and includes signatures, forms, uploads, acknowledgments, and I-9 verification in one link.
| Feature | OnboardingGenie | DocuSign | PandaDoc | Adobe Sign |
|---|---|---|---|---|
| Starting price | $49/mo flat | $25/user/mo | $35/user/mo | $23/user/mo |
| Per-seat fees | None | Yes | Yes | Yes |
| Envelope / send limits | Unlimited | Capped | Capped | Capped |
| Free trial | 30 days, full product | Limited | 14 days | Limited |
| Multi-industry packets | 21 presets, 8 categories | No | No | No |
| Full onboarding workflow | Yes — forms, uploads, I-9, W-9 | Signatures only | Signatures + forms | Signatures only |
| Magic-link (no account needed) | Yes | Yes | Yes | Yes |
| Structured W-9 + auto PDF | Yes | No | No | No |
| I-9 Section 1 + Section 2 | Yes | No | No | No |
| Genie document import | Yes | No | No | No |
| Genie packet generation | Yes | No | No | No |
| QuickBooks CSV export | Yes | No | No | No |
| Custom branding | Included | Paid tier | Paid tier | Paid tier |
| Unlimited team members | Included | Per-seat | Per-seat | Per-seat |
Competitor pricing as of April 2026. E-signature tools handle signatures only — OnboardingGenie handles the entire intake.
Set up your first packet this afternoon.
Sign up at 2 PM. Send your first real packet by 4 PM. No implementation, no onboarding call, no IT.