Client onboarding templates and forms

Go from discovery to done with our library of forms and templates.
Find what you need, fill it out and send - all in Lumin.

What are client onboarding templates?

Lumin's customer onboarding templates are designed to help you make more impact with less admin. These templates serve common needs in the onboarding process such as customer registration forms, onboarding checklists and handoff documents.

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