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Onboarding

Verify identity, collect consent, and establish trust with new clients, patients, members, and more.

Onboarding orchestrates the trust moment when an organization meets a new person — combining identity verification, consent collection, and document exchange into a single guided flow.

Included compliance modules

GDPR (General Data Protection Regulation)

EU General Data Protection Regulation providing data subject rights and compliance scopes

CCPA (California Consumer Privacy Act)

California consumer privacy rights including opt-out of sale, disclosure, and deletion

Recommended verticals

Healthcare

HIPAA-compliant consent management for healthcare providers, insurers, and health tech platforms.

Financial Services

KYC/AML-ready identity verification and consent flows for banks, fintechs, and financial institutions.

Education

COPPA-compliant consent flows for educational platforms, schools, and EdTech providers.

Retail

Privacy-first customer consent management for e-commerce, loyalty programs, and retail platforms.

Templates

Patient Intake

Consent

Collect patient consent, medical data authorization, and emergency contacts

Identity verification Service agreement Data collection Data processing Communications
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Member Enrollment

Consent

Sign up new members with consent for communications and facility access

Service agreement Data collection Communications
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Student Registration

Consent

Enroll students with records transfer and policy acknowledgment

Identity verification Service agreement Data collection Document exchange Communications
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Tenant Screening

Consent

Collect identity, references, and consent for background and credit checks

Identity verification Data collection Background check Third party sharing Document exchange
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Vendor Qualification

Consent

Qualify new vendors with compliance documentation and data processing agreements

Identity verification Service agreement Data collection Data processing Document exchange
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Client Onboarding

Consent

Verify identity, collect consent, and establish terms for new clients

Identity verification Service agreement Data collection Communications Third party sharing
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