Client onboarding forms
Brand details, logins, the brief, and a signed services agreement in one form you send once and reuse for every new client.
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↗ · For freelancers & agencies
Start the project with a signed scope, not an email chain.
Client onboarding and contract signing in one form. Send a proposal, capture the brief, and get the scope signed before you open the project file.
Free forever · 2 forms · No credit card
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↗ · What you'll send
You're a studio of one or a small team, and chasing signatures is unpaid work. Sign Sail turns onboarding and contract signing into one link you send, so a “yes” becomes a signed scope instead of a maybe sitting in your inbox.
Contracts & SOWs
Scope, deliverables, timeline, and signature together. Save it as a template and the next contract takes a minute.
Proposals & estimates
Send the estimate, get a signature to approve it, and start the work with a yes on the record instead of a verbal go-ahead.
Photo & content releases
Model releases, usage rights, and client approvals, signed from a phone on set.
↗ · Questions
Asked before you ask.
Can I reuse the same contract for every new client?
Yes. Save the onboarding form or contract as a template once, and each new client takes a minute: open the template, prefill their name and rate, send. Custom templates are on Pro and up; the platform starters are on every plan.
Do my clients need an account to sign?
Never. Clients get a plain link, fill in the brief, and sign from any device with no login and no app. You get the structured data plus a signed, audit-trailed PDF.
What does it cost when I'm just starting out?
Nothing, until it works: the free plan covers 2 forms and 25 submissions a month with legally binding signatures included. When the client list outgrows that, Pro is $12/mo billed annually for 1,000 submissions, unlimited forms, templates, and CSV export.
↗ · Templates for this work
Onboard your next client in minutes.
Start free with two forms. Build a client onboarding form or a contract, save it as a template, and reuse it for every project.