Example · synthetic data
Client onboarding
Gather new-client details, have the owner review the request, then send an engagement summary for signature.
Who it serves
Small service businesses that onboard a new client before work starts.
Information collected
- Company and contact details
- Service requested and scope
- Preferred start date
- Billing contact
- Supporting files (optional upload)
Review and approval
- The owner receives an approval request by email.
- The owner approves the request or declines it.
Document
An engagement summary PDF built from the client’s answers.
Signature
You send the summary to the client as a signature request and track its status.
After submission
- A welcome email confirms next steps and the status changes to Onboarding.
- Optional: a webhook sends the details to another system you use.
How you build it in Klarstig
- Describe the process in plain language.
- AI drafts the form and the workflow steps (approval request, PDF document, emails, status updates). Everything starts as a draft.
- You review and edit, add the signature request, and publish when you are ready.