Get your forms digital. Fast.
Send us your paper forms. We turn them into OnboardingGenie packets — branded, mobile-friendly, and ready to send within a week. Done right today. Protected tomorrow.
How it works
Send us your PDFs
Upload your forms and describe what you need
Free scoping call
We review and recommend the right approach
We build it
You review, we iterate until it's right
We ship it
Packets appear in your account, ready to send
What the platform does
Send and collect
- E-signatures (draw or type)
- Structured forms (W-9, W-4, I-9, custom)
- Document uploads and multi-file collection
- Policy acknowledgments with scroll-to-bottom
- Magic-link recipient flow — no account needed
- Genie document import (PDF to packet)
Track and refresh
- Compliance items with annual/biennial recurrence
- Compliance dashboard — overdue / current / due soon
- Per-recipient completion history
- Audit-ready completion ledger
- Bulk send to all overdue by tag
- Persistent recipient directory with CSV import
$49 a month. Not $49 per employee, per month.
Compliance management without the HRIS. One link sends, signs, and tracks — for one flat price.
Not a GRC platform like Vanta. Not a full HRIS like Rippling. The compliance and onboarding piece, done well, at a flat price.
Services & Pricing
Flat-fee pricing for predictable costs. Free 20-minute consultation before any commitment.
Simple Packet
$249
- Single-form, under 20 fields
- Clean branded PDF output with signature
- One round of revisions included
Emergency contacts, consent forms, photo releases, simple client intakes
Complex Packet
$499
- Multi-page, up to 60 fields
- Multiple e-signatures and acknowledgments
- Two rounds of revisions included
Medical history, mortgage intake, tax client onboarding, executive hire packets
PDF Overlay Add-on
+$299per form
- Responses map onto your original PDF
- Filed record looks identical to your paper form
- Add to any Simple or Complex template
When compliance requires the exact original form layout
Starter Package
$899
- 3 Simple or 2 Complex packets
- Branding setup (logo + accent color)
- 30-min kickoff + handoff calls
- 30 days of email support post-delivery
Best for practices going digital for the first time
Custom Development
$150/hr
- Integrations, bespoke workflows, custom exports
- 2-hour minimum engagement
- Billed in 30-minute increments
- Scoped in writing before work begins
Anything not covered by the standard offerings
Questions
Do I need an OnboardingGenie account?
Yes, but it's free and takes 30 seconds. We deliver packets directly into your account.
What if I'm not sure which tier I need?
Start a request and select "Not sure." We'll review your forms in a free 20-minute call and recommend the right approach.
Can I see my packets before they're final?
Absolutely. We build in a test environment, send you a sample packet to walk through, and iterate based on your feedback before pushing to your account.
What's the PDF Overlay add-on?
By default we build clean, modern forms (Tier A). The Overlay add-on maps responses onto your original PDF layout so the filed record looks identical to your paper form.
Do you offer ongoing support?
The Starter Package includes 30 days of email support. All other tiers include support through delivery. After that, our Help Center and contact form are always available.
What if I need changes after delivery?
Minor tweaks are usually free. Additional revision rounds are billed at $150/hour, agreed in writing beforehand.