IRIS Client Onboarding alternatives

Nearest on its board

1. 12
   F

   FastDoxfastdoxlegal.co.uk
   4.1 APIOpenFree —
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2. 14
   CN

   Cliéntaclienta.co.uk
   4.0 APIOpenFree —
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3. 11
   G

   GUIDEcxguidecx.com

   GUIDEcx is customer onboarding software that helps teams manage implementation projects and collaborate with customers through a shared workspace.

   5.1 APIOpenFree —
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4. 15
   I

   Investipalinvestipal.co
   4.0 APIOpenFree —
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5. 10
   D

   Dispatchdispatch.io

   Dispatch is a data orchestration platform for wealth firms that connects their technology stack and runs revenue-critical workflows.

   5.1 APIOpenFree —
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6. 16
   M

   MyClientPilotmyclientpilot.co.uk
   4.0 APIOpenFree —
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7. 9
   O

   OnRamponramp.us

   OnRamp provides a customer onboarding platform with customer-facing experiences and project management and reporting tools for teams.

   5.2 APIOpenFree —
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8. 17
   R

   Riddilriddil.com
   4.0 APIOpenFree —
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9. 8
   C

   CaseConnectcaseconnect.co.uk

   CaseConnect is legal practice-management software that combines matters, clients, documents, deadlines, accounts, billing and firm workflows for UK law firms.

   5.2 APIOpenFree —
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10. 7
    C

    Clustdocclustdoc.com

    Clustdoc describes itself as an operating layer for compliant onboarding processes involving clients, partners, and staff.

    5.4 APIOpenFree From $190/mo
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11. 6
    R

    Rocketlanerocketlane.com

    Rocketlane describes itself as an all-in-one professional services automation platform for service delivery.

    5.6 APIOpenFree From $49/mo
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12. 5
    CS

    Content Snarecontentsnare.com

    Content Snare is a client portal for collecting documents and information and handling client onboarding.

    5.6 APIOpenFree From $42/mo
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13. 4
    C

    ClientEnforceclientenforce.com

    ClientEnforce manages client intake from signed agreement to kickoff-ready using a structured onboarding workflow.

    5.8 APIOpenFree Free tier · from £29/mo
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14. 3
    S

    Synerdecksynerdeck.com

    Synerdeck is client onboarding software for agencies, consultants, accountants, lawyers, and service teams.

    5.8 APIOpenFree Free tier · from $22.99/mo
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15. 2
    G

    GatherMonkgathermonk.com

    GatherMonk is a SaaS platform for collecting documents, files, forms, signatures and other information from external people through structured requests…

    5.9 APIOpenFree From $29/mo
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16. 1
    T

    TaxCalctaxcalc.com

    TaxCalc is a UK accounting software platform covering compliance, client management, tax and practice operations.

    6.1 APIOpenFree —
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