Digital Checklists. E-Signatures.
Forms. File and Data Requests.
Tracking. Storage. APIs.
Stop using outdated interfaces, email attachments, or generic cloud folders to collect documentation. Fewer touches. Easy to use portals. Transparent to all stakeholders what’s open, closed, or needs revision.
Application
Client Onboarding
Underwriting &
Due Diligence
Contract Transaction
Compliance SOPs
Claims
For different client types and situations
Version control, reviews, easy returns
Customize documents and pre-fill forms
Organized retention, file/ data exports
Post on a website, or custom send to email
Visually track status and next steps
Visualize open requests
Verifiable, E-SIGN Act compliant
Fill forms in browser
Collect PDFs, images, data, and more
Get notified of due dates and revisions
Collect PDFs, images, documents & more
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Replace all your tools with an end-to-end platform. Manage your documents throughout their entire lifecycle and in a streamlined, structured and machine-friendly dataflow.
Get started
Create customizable checklists for your needs
Customize for different client-types and scenarios.
Send or share in seconds. Track in real-time.
Boilerplate automates document-intensive processes with transparency, organization, and compliance. We replace cloud folders and email attachments, manual reminders, error-prone tracking sheets, and disorganized storage.
Sensitive files sitting in your inbox aren't secure. Boilerplate utilizes cyber security best practices, including encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your critical documents secure, yet accessible.
Homegrown systems are costly, time consuming, and risky. Like the core of your existing system? Keep it. We’re your point solution for document intakes and e-signatures.
Encryption in transit and at rest (AES-256)
Multi-factor user authentication.
Data sensitivity tagging.
Audit logging of all activity.
Our APIs make integrations easy.
Save thousands of human-hours a year.
No code/ low code enables fast project delivery timelines.
