One workflow, every document
However your team works, the pattern is the same: detect the fields, fill them from your data, and get the document signed.
By use case
4 workflows- Master Service AgreementCustomertextEffective datetextCustomer signatorytextSignatureXsignature

Close sales contracts faster
Send the MSA or order form you already have — AppliFlo fills it from the opportunity and routes it for signature.
See how - Offer letterCandidate nametextStart datetextRoletextSignatureXsignature

Onboard new hires without the paperwork
Offer letters, I-9s, and W-4s — detected, filled, and signed — so day one is about the work.
See how - Intake packetClient nametextDate of birthtextReferral sourcetextSignatureXsignature

Turn client intake into a few clicks
Stop chasing intake questionnaires. AppliFlo pre-fills what you already know and gets the engagement signed.
See how - Purchase orderVendortextPO numbertextRequested bytextSignatureXsignature

Route procurement documents for sign-off
Purchase orders, MSAs, and SOWs — filled from your records and routed through the approval chain.
See how
By industry
4 industries- Account-opening formAccount holdertextDate of birthtextSSNtextSignatureXsignature

Financial services document workflows
Account-opening, KYC/AML, and suitability forms — filled from your records and cryptographically sealed.
See how - Listing agreementProperty addresstextList pricetextSellertextSignatureXsignature

Real estate paperwork, handled
Listing agreements, purchase & sale agreements, and disclosure packets — detected, pre-filled, and signed on any device.
See how - Intake & consent formPatient nametextDate of birthtextInsurance IDtextSignatureXsignature

Healthcare & life-sciences documents
Patient intake, consent, and HIPAA authorization forms — pre-filled and signed, with a complete record for every release.
See how - Engagement letterClienttextMatter numbertextResponsible attorneytextSignatureXsignature

Legal agreements without the busywork
Engagement letters, retainer agreements, and NDAs — detected, filled, and signed with a verifiable trail.
See how