Parallel helps you automate back-office onboarding with frictionless document management, secure client portals, and standardized workflows. More
Parallel KEY FEATURES
PDF export
Automatic reminders
Activity log
Encrypted storage
Bulk petitions
Teams
Reporting
Live chat
You’d have better luck wrangling sheep than getting clients to finish their onboarding paperwork on time. (“I wish I had a digital lasso. Or maybe a real lasso.”)
When your back-office team is manually onboarding clients, the entire process just drags on for way too long, across way too many email threads.
What if you could automate all the paperwork and create flexible, internal workflows using a secure doc management platform?
Meet Parallel.
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.
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.