The complete intake for every new hire and client.
Send one link. Your new hire or client walks through every signature, form, upload, and verification they owe you — including I-9 employment verification and W-9. Everything tracked, everything downloadable. $49 a month flat for the whole firm — not per seat.
Done right today. Protected tomorrow.
Whether it's a new hire or a new client — one link collects everything they owe you, and generates proof you can pull whenever you need it.
New Hire
A new hire starts Monday.
You send one link. They walk through W-4 withholding, I-9 employment eligibility verification (Sections 1 and 2), offer letter signature, direct deposit authorization, and handbook acknowledgment.
Everything done before day one. Everything stored and downloadable.
New Client
A new client comes aboard.
You send one link. They walk through engagement letter signature, retainer agreement, intake questionnaire, NDA, photo ID upload, and billing policy acknowledgment.
Everything signed before work starts. You have the records.
Same $49 flat rate. No extra seat for your new hire. No extra envelope for your new client.
Replace three tools with one.
Most small firms run intake out of three tools that don't talk to each other. OnboardingGenie handles all three in one link — so every new hire and client arrives with their paperwork complete, signed, and downloadable.
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.
Training and compliance without the HRIS.
Add required training modules directly to any packet — video, slide decks, documents, or external links. The Genie can build a branded slide deck from a topic in seconds, or convert your existing training PDFs into slides. Every completion feeds your compliance calendar automatically. Pro+.
Training that travels with onboarding
Video, slides, documents, or links — delivered in the same packet as the paperwork. Completion verified by watch percentage, slides viewed, or quiz score. Pro+.
Genie slides and quizzes
Describe a topic and the Genie builds a branded slide deck. Generate quizzes from a topic, a PDF, or your slides. Question bank with randomization keeps assessments fresh. Pro+.
Compliance dashboard
Current, due soon, overdue — at a glance, across every requirement. Training completions flow in automatically.
Audit-ready records
Completion certificates, compliance ledger, branded PDF reports, and 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.
Pro — $49/month. Everything you need to run onboarding for the whole firm. Pro+ — $79/month. Adds training steps, Genie slide creation, and Genie quizzes. Both start with a 30-day free trial. No credit card required.
When it's done, you have proof it was done right.
Every completed packet generates a compliance download package — signed documents, completed I-9 with Section 2 employer verification, W-9 PDF with structured data, all uploaded files, and a full audit log of every step and timestamp.
For employment packets, I-9 Section 1 is completed by the employee and Section 2 is verified by you or an authorized representative — all inside the same link.
No assembly required. One download. Rest easy knowing everything is in order.
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.
Also find us at onboardinggenie.ai