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. $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.
How it works
Pick a template
Choose from 20 industry presets or build a custom checklist from scratch.
Send the link
Enter a name and email. The recipient gets a magic link — no account needed.
They complete it
Documents, signatures, forms — 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.
20 ready-made templates across 7 industries. Or describe what you need in plain language and let AI build a template for you. Or upload your existing PDF packet and let AI extract it into onboarding steps.
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.
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.
Already paying per seat for e-signatures?
$49 a month flat — for the whole firm, not one seat. And you get the rest of the intake, not just signatures.
| 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 templates | 20 presets, 7 industries | 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 |
| AI document import | Yes | No | No | No |
| AI template 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 onboarding this afternoon.
Sign up at 2 PM. Send your first real onboarding link by 4 PM. No implementation, no onboarding call, no IT.