ENCRYPTED. NO-CODE. CLOUD-BASED.

Make Repetitive Documentation Requests Easy

Streamline manual file intakes, PDF-filling, and electronic signatures into configurable digital checklists for clients, new hires, contractors, vendors and more.

Free Consultation
document Intake

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Collecting documentation should be easy

Transform email attachments, tracking spreadsheets, and manually saving files into
a simple platform combining contact management, real-time tracking and organized retention.

Process Workflow Transformation using Boilerplate:
Application

Send or share configurable checklists

Onboarding

Clients:
Upload files,
Input data,
Fill/Sign docs

Underwriting

QA/QC Submissions

Agreement

Open Items Tracking + Reminders

SOP

Monitor Expirations

Claim

Organized Storage, or
Export Files

Line
Mobile teamGroup

Automate manual document intake processes
in minutes, not months or years

Configurable Checklist Workflows

Digitize your document intake process

Data Integrity Safeguards

Version control, reviews, easy returns

Personalization

Customize checklists and documents

Secure Data Room with APIs

All your key files tracked and accessible

Shareable Links

Post on a website, or custom send to email

Real-time Dashboard

Visually track status and next steps

Checklist
Organized Client Portal

Visualize open requests

Electronic Signatures

Verifiable, E-SIGN Act compliant

Online Form Filling

Fill forms in browser

File and Data Requests

Collect PDFs, images, data, and more

Reminders

Get notified of due dates and revisions

Mobile Uploads

Collect PDFs, images, documents & more

Client Tab

Consolidate file intakes, e-sign, and storage into a single system

Meeting
Digital checklists
Replaces
Emailing list of needs
Cloud folder links
File selector buttons
Binders and folders
Blog Icon
Secure file intakes
Replaces
Email attachments
Download/ upload
Hard copies
Mobile line
Finger Scan
E-Signatures + form filling
Replaces
Docusign
Hellosign
Adobe sign
Pen & paper
Cloud Data
Storage
Replaces
Email attachments
Third party storage
Dropbox
Local Drives
Filing cabinets
Laptop
Tracking
Replaces
Calenders
Excel
To-do lists
Phone calls
Email reminders
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Free Consultation

Where are your opportunities?

Tick mark

user experience: clients, new hires, vendors, contractors, admin staff

Tick mark

Efficiency: streamline redundant manual processes, Reduce errors

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transparency: real-time dashboard keeps stakeholders informed

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compliance: required records checklists, quality assurance safeguards

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Benefits across your organization.

1
Client Experience
Easy to use.
Fewer touch points.
Transparent.
2
Efficiency
Automate processes.
Reduce human error.
Increase data integrity.
3
Compliance
Single source of truth.
Retention management.
Security and privacy.
4
Visibility
Real-time visual tracker.
Stakeholder awareness.
No surprises.
5
Future Focused
Interoperability.
Foundation for AI.
Machine Learning.

Standalone, or supplement existing systems.
Ready to Integrate & Scale.

Jigsaw
Out-of-the-Box Solution

Supplement existing systems, or use as a standalone point solution to replace email attachments and tracking spreadsheets. Avoid the costs, delays, and risks of custom development.

security
Enterprise-Level Cloud Security

We utilize encryption in transit (TLS) and at rest (AES-256), firewalls and suspicious activity monitoring, multi-factor user authentication, and more to keep you files and accounts secure.

device
Integration and Implementation

An open API makes integrations easy and saves hundreds of engineering hours. No code/ low code enables fast project delivery timelines, minus the cost and risk.

Embrace Digital Transformation.
Automate manual processes.
Protect market share from disruptors.
Delight your customers and team.
Automate your document intakes today.
Get started in minutes. We’re here to help