Client onboarding templates and forms

Find client onboarding PDF forms, fill it out and send it - all in Lumin.
Go from discovery to done with our library of forms and templates.

What are client onboarding templates?

Lumin's client onboarding templates are designed to help you make more impact with less admin. Our library of customer-facing templates serves common needs in the onboarding process such as registration forms, agreements, proposals and contracts.

Lumin for client onboarding

Make client-facing paperwork easy with Lumin. Our products enable you to collaborate in real time, send contracts and agreements at scale, onboard in minutes, and sign it off with secure, legally-compliant signatures. Go from discovery to done in a day.
Lumin for client onboarding