Turn a signed client into a prepared client.
Forms shouldn't create another pile of information for someone to manually sort through.
Use AvariHQ forms as part of a larger operational process for inquiries, requests, onboarding, and other information your business needs to collect.
30 days free. No credit card required.
Collection is the start of a process
Every form your business sends begins something: an onboarding, a booking, a request or a new piece of work. In AvariHQ, what a client submits is connected to their record and to the process that follows, so nobody has to re-enter it or search for it later.
Turn collection into action
The goal is not just to collect information. It is to make sure the right details, files and decisions are in place before the work begins.
- CollectForms, files and client details
- PrepareReview, organize and assign
- ReadyDelivery begins with context
Collect the right information at the right moment
Different moments in the relationship need different forms. A kickoff form gathers what delivery needs. A booking form schedules time. A work request captures a new piece of work. A support form starts a request for help.
Matching the form to the moment means clients answer fewer, more relevant questions, and the answers arrive already connected to the right client.
- Kickoff, Booking and Intent Forms
- Work Requests, Support and Update Forms
- Checkout, General, Subscriber and Quiz Forms
Turn intake into a repeatable onboarding path
The objective isn't simply to collect data. It's to move the relationship forward with the information needed for the next stage. A submitted form can start defined actions, so the same onboarding steps follow every time a new client completes intake.
FLOWs guide a client through a sequence of steps in order, which suits onboarding paths with several stages. Each step is defined once and then repeated for every client.
- Form-triggered actions
- FLOWs for guided, multi-step paths
FLOWs and trigger / action automations: Available on Business.
Keep preparation visible before delivery begins
Between a completed form and a kickoff call there is usually preparation: reviewing what came in, setting up folders and confirming that nothing is missing. Checklists make that preparation visible, so it is clear what is done and what still needs attention.
Folder Generators create a consistent folder structure for each new client, so files land in the same place every time.
- Checklists for preparation steps
- Folder Generators for consistent client folders
Folder Generators: Available on Professional and Business. Checklists: Available on Business.
Build a clearer onboarding path
Client onboarding often requires information, documents, decisions, responsibilities, and handoffs. AvariHQ gives you an environment for connecting those pieces to the rest of your client operation.
- ACQUIRE
- CONVERT
- ONBOARD (this capability)
- DELIVER
- BILL
- SUPPORT
- GROW
What this looks like in AvariHQ
The verified features behind Forms & Onboarding, with the plans they are included in. Add-Ons are optional and purchased separately.
View Pricing- Forms & documentsAll plans
- Intake formsAll plans
- Folder GeneratorsProfessional and Business
Need to design the onboarding process before you configure the software?
The Client Onboarding System helps you turn the space between signed and delivery into a repeatable operating system.
Turn every signed client into a prepared client.
30 days free. No credit card required.