“We’re still using paper forms.”
Bring your existing form. We’ll help turn it into an online process.
We’ll help you set it up.Klarstig Platinum Service
Your software comes with a helping hand.
You shouldn’t have to become a software expert to get your work done. We help you build your forms, connect your tools, automate your workflows and train your team.
Professional services. Included at no additional charge.
- Setup included
- Training included
- Expert assistance included
Free professional services. A helping hand at every step.
From building your first form to training your team and improving your workflows, Klarstig Platinum Service is included at no additional service charge.
Read the transcript
What if your software came with the help to make it work for you? At Klarstig, it does. Introducing Klarstig Platinum Service. Free professional services, included. Need a form built? We will help. Moving from paper or another platform? We will help you recreate your process. Connecting your business tools, setting up approvals, preparing documents or electronic signatures? We will work with you to put supported features to work. And setup is only the beginning. We will train your team, troubleshoot problems and help improve your workflows as your needs change. For nonprofits, that means more help behind your mission. For small businesses, a helping hand with the processes behind your business. All twenty professional services. No additional service fee. Our goal is simple: an amazing product, backed by exceptional customer service. Tell us what you want to accomplish. Klarstig Platinum Service. Expert help. Included. Visit klarstig dot A I slash platinum service.
All this help is included
Let’s make Klarstig work for you.
Start with what you need today. Come back when you’re ready for more. Explore the services below to see how we can help.
Explore the services
Start with confidence
A clear plan. A comfortable start.
Getting-started consultation
Included
Tell us what you want to accomplish. We’ll help you map out a practical way to get there.
Account setup
Included
Get help configuring your organization, users, roles and basic settings.
Testing before launch
Included
Walk through submissions, routing, documents and notifications before you put your process to work.
Build something that fits
Your process, brought to life.
Form creation
Included
Get hands-on help building fields, conditional questions and confirmation messages.
Form migration
Included
Bring your paper, PDF or existing online forms. We’ll help recreate them in Klarstig.
Brand customization
Included
Make forms and documents feel like yours with your logo, colors and wording.
Website embedding
Included
Get help placing your Klarstig forms on your website.
Make the work flow
Less repetitive work. Clearer next steps.
Workflow setup
Included
Configure routing, approvals, notifications and follow-up steps.
Document setup
Included
Turn submitted information into formatted letters, agreements and other documents.
Electronic-signature setup
Included
Get help configuring signers, signing order and completion notifications.
Connect your business
Keep your information moving.
CRM and integration setup
Included
Connect supported applications and map the information exchanged between them.
Data-import assistance
Included
Prepare and import your information using supported import tools.
Put your tools to work
More value from your Klarstig products.
AI Customer Service setup
Included
Configure available assistant features, business information, answers and escalation instructions.
Social Publisher setup
Included
Connect supported social accounts and establish your publishing workflow.
Keep getting better
Help that continues after setup.
Team training
Included
Learn using your own forms and workflows, with practical guidance for your team.
Privacy and security configuration
Included
Get help configuring available access controls and privacy settings.
Accessibility assistance
Included
Improve form labels, instructions and usability.
Workflow improvement reviews
Included
Find unnecessary steps and simplify how your team gets work done.
Troubleshooting and adjustments
Included
Resolve setup problems and make improvements as your needs change.
Nonprofit-specific setup
Included
Build volunteer applications, program intake, event registration and other nonprofit workflows.
Sound familiar?
Bring us the task you’ve been putting off.
“We enter everything twice.”
We’ll help connect your forms to supported business tools.
We’ll help you connect it.“Our team needs a walkthrough.”
Get practical training using your own forms and workflows.
We’ll help everyone get comfortable.Simple from the start
A conversation. A plan. Progress.
- 01 / Tell us what you need
Start with your goal.
Share the task, challenge or process you want to improve.
- 02 / We work with you
Build it together.
We agree on the work and schedule, then help configure and test your solution.
- 03 / Keep moving forward
Make it yours.
Get your team comfortable and ask for help as your needs change.
For nonprofits
More time for your mission.
Get help with volunteer applications, program intake, registrations and approvals, so your team can focus on the people you serve.
Tell us about your organization →For small businesses
More time for your customers.
Get help with inquiries, onboarding, documents and follow-up, so you can spend less time on administration.
Tell us about your business →Good questions
Clear answers before you start.
Is there an additional professional-services fee?
No. All the services listed on this page are included at no additional service charge. Assistance covers supported Klarstig capabilities within your plan and any products you subscribe to. Third-party subscriptions and usage charges are separate.
Is this just help with my first form?
No. We help with setup, training, troubleshooting and improvements as your needs change. Tell us what you need and we’ll agree on the work and schedule with you.
Can you help recreate our existing forms?
Yes. Bring your existing paper, PDF or online forms and we’ll help recreate the supported fields and workflows in Klarstig. Share a blank example rather than private customer records.
Will you train our team?
Yes. We’ll walk your team through your own forms and workflows so the guidance is relevant to the work they do.
Can you connect our other software?
We help configure supported integrations and field mappings. If your tool is not supported, we’ll explain the available options before work begins.
What should I include in my request?
Describe your goal, what you use today and where you need help. Please do not include passwords, API keys or sensitive personal information.
Does this include custom software or compliance certification?
The included services focus on configuring and using supported Klarstig features. They do not include bespoke software development, legal advice or compliance certification.
Let’s get started
What would you like to accomplish?
Tell us where you need a hand. We’ll help you take the next step.
All 20 services are included. Assistance covers supported Klarstig capabilities within your plan and subscribed products. Third-party charges are separate.