Automate client onboarding with secure, centralized doc management
Parallel helps you automate back-office onboarding with frictionless document management, secure client portals, and standardized workflows.
With Parallel, you have everything you need to streamline back-office onboardings and scale up your customer or client base.
Get the ball rolling with customizable templates for processes like KYC requirements, NDAs, and SEPA mandates—or create dynamic checklists from scratch.
Even with templates, you can still add your own form fields and set up conditional decision steps using visual, no-code text blocks.
Templates include all the required documents and introductory email copy, so you can send paperwork over to your client in a snap.
Dynamic text blocks let you add your own form fields and conditional steps without coding.
Clients can sign paperwork with integrated signature providers inside auto-generated client portals, which are secured by two-factor authentication.
Parallel guides signees through the whole process and even lets them use the “save for later” feature to step away without losing progress.
Once the documents are fully executed, you can download and save everything as a PDF file or ZIP folder. No more organizing, renaming, or searching for client files!
Parallel’s client portal automatically guides users through each question and conditional step.
If a client rejects a change or has questions, they can leave notes directly in the platform, eliminating endless back-and-forth emails.
You can even include internal notes to keep everything organized in one place for your teams.
Forget about chasing your clients over information and paperwork! Parallel lets you arrange an automated schedule to send reminders to clients who are slow to reply.
Take advantage of built-in comments and automated follow-up reminders to spare your inbox.
Parallel also helps your back-office teams work smarter with flexible internal collaboration tools that keep track of progress.
Build an automated workflow that assigns tasks to specific team members whenever a project kicks off or a certain step is completed.
Your teams can leverage the platform’s API or Zapier integration to access thousands of apps and create even more robust processes.
Automatically assign tasks to team members and build complex workflows with Parallel’s API and Zapier integration.
Automating your client onboarding and back-office tasks saves you so much time in the long run. (“Between this and Instant Pot, my schedule is suddenly wide open.”)
Parallel automates every step of client onboarding, making it easy to keep track of progress with built-in comments and flexible workflows.
Grow your business without the growing pains.
Get lifetime access to Parallel today!
Deal terms & conditions
- Lifetime access to Parallel
- All future Pro Plan updates
- No codes, no stacking—just choose the plan that’s right for you
- You must activate your license within 60 days of purchase
- Ability to upgrade or downgrade between 4 license tiers
- GDPR compliant
- Only for new Parallel users who do not have existing accounts
60 day money-back guarantee. Try it out for 2 months to make sure it’s right for you!
Features included in all plans
- Unlimited templates and contacts
- PDF export
- Automatic reminders
- Activity log
- Custom logo
- Forward security
- Encrypted storage
- SSL connection
- Zapier integration
- Bulk petitions
- Custom subdomain
- API access
- Remove Parallel branding
- Live chat