ENCRYPTED. NO-CODE. CLOUD-BASED.

Document Intake & E-Sign Platform.
Full Service.

Digital Checklists. E-Signatures.
Forms. File and Data Requests.
Tracking. Storage. APIs.

Your clients expect easy, transparent intakes.

Stop using outdated interfaces, email attachments, or generic cloud folders to collect documentation.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.

Some high value examples of our platform in action

Application

Client Onboarding

Underwriting &
Due Diligence

Contract Transaction

Compliance SOPs

Claims

Everything you need to create and track reusable digital checklists.

Checklist Variations

For different client types and situations

Data Integrity Safeguards

Version control, reviews, easy returns

Personalization

Customize documents and pre-fill forms

Secure Data Room with APIs

Organized retention, file/ data exports

Shareable Links

Post on a website, or custom send to email

Real-time Dashboard

Visually track status and next steps

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

Streamline your workflow and replace all your tools with a single platform

Requests
Replaces
E-mail
Physical Interactions
Phone calls
Digital forms
Replaces
Microsoft Word
Google Forms
Adobe Acrobat
Physical documents
Signing
Replaces
Docusign
Hellosign
Adobe sign
Pen & paper
Storing
Replaces
Cloud storage
Google Drive
Dropbox
Local Drives
Filing cabinets
Executing
Replaces
Calenders
Excel
To-do lists
Phone calls
Email reminders

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

Create customizable checklists for your needs

Customize for different client-types and scenarios.

Send or share in seconds. Track in real-time.

Streamline Operations and Compliance

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.

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
Transparency
Real-time visual tracker.
Stakeholder awareness.
No surprises
5
Future Focused
Interoperability.
Foundation for AI/
Machine Learning

Secure. No code. Ready to Integrate & Scale.

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.

Out-of-the-Box Solution

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.

Enterprise-Level Cloud Security

Encryption in transit and at rest (AES-256)

Multi-factor user authentication.
Data sensitivity tagging.
Audit logging of all activity.

Integration and Implementation

Our APIs make integrations easy.
Save thousands of human-hours a year.
No code/ low code enables fast project delivery timelines.

Embrace Digital Transformation.

Establish a single source of truth.
Protect market share from disruptors.
Easy integrations and exports.

Automate your document intakes today.

Get started in minutes. We’re here to help