- Templates
- Client onboarding
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.
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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.
