Client Onboarding Systems
From “yes, let’s do it” to signed and paid — without chasing.
The gap between a customer agreeing and a customer actually signing is where jobs go quiet. This is the system that closes it: a proposal they read on their phone, tick section by section, sign with their name, and pay the deposit on — and it runs on this website right now, because we built it for ourselves first.
Quoted to scope · built standalone or into a website
Most businesses add it to a website build; it can also be built standalone against an existing site. Scoped and priced in writing first — the scope typically covers your proposal template, terms, branded PDF, deposit payment and the admin view.
What’s actually included.
- 01Proposals people actually read
- One private link, no account, works on any phone. The scope, the price and your terms — each terms section with its own checkbox, so nobody can later say a clause slipped past them.
- 02An electronic signature that holds up
- A typed legal name plus the ticked sections, stamped with time, IP address and a cryptographic fingerprint of the exact text agreed — the evidence a signature needs, without the theatre of a drawn scribble that looks terrible on a phone.
- 03A branded PDF to both inboxes, instantly
- The moment they sign, both sides receive the full agreement as a PDF in your design — your logo, your type, the signature block and the evidence stamp. No third-party watermark, no “powered by” in your customer’s inbox.
- 04The deposit, paid on the spot
- “Pay the deposit” on the signed page and in the confirmation email, straight into a Stripe-hosted card page. Card details never touch your site; the moment the money lands, both of you are told and the job is on.
- 05The reflexes that stop deals going quiet
- You’re told the moment a customer opens the proposal. If it sits unsigned for three days, one polite nudge goes out automatically. Proposals lapse after a set window so nobody signs a stale price.
- 06Your terms, versioned
- Terms live as editable text, and every agreement snapshots the wording it was signed under — so updating your terms never changes a contract already made.
What this is: the proposal-to-deposit step, built to run itself. What it isn’t: accounting software, a CRM, or legal advice — your terms are yours, and a one-off review by a solicitor is money well spent. It replaces a DocuSign or PandaDoc subscription with something that wears your brand and costs nothing to run; if you already live happily inside one of those tools, keep it.
Asked before, answered straight.
The rest of the common questions are answered here.
- Is this really running on your own site?
- Yes. Every Aleksio Digital client signs their agreement through exactly this system — the same tick-through, the same PDF, the same deposit step. It was built for ourselves first, which is why the details are the way they are.
- Is an electronic signature legally binding in the UK?
- For ordinary commercial contracts like a service agreement, yes — UK law recognises electronic signatures, and a typed name with an evidence record (time, IP, content fingerprint) is the widely used form. Where a contract needs a witnessed or qualified signature, this isn’t the tool, and we’ll say so.
- Does it need a Stripe account?
- Only for the deposit step. Without one, everything else — the proposal, the signing, the PDF — works exactly the same, and you take the deposit however you do today.
- Can I change my terms later?
- Any time. New agreements use the new wording; agreements already signed keep the wording they were signed under, permanently. That’s how it should work legally, and it’s built in.
Also worth knowing about
Want this handled properly?
Tell us where things stand and we’ll come back with a considered scope and a straight answer on cost.