Template gallery

Browse and clone from over 40 ready-made onboarding templates spanning 10 industries, including agency intake, accounting setup, and KYC verification.

The template gallery contains over 40 pre-built onboarding templates. Each template is designed for a specific industry and use case, with the right fields, steps, and structure already in place.

Go to Templates and click Template gallery. Templates are organized by industry:

  • Agency — client intake, project kickoff, brand questionnaire
  • Accounting — new client onboarding, tax preparation, bookkeeping setup
  • Legal — client intake, case questionnaire, compliance forms
  • Real estate — buyer intake, seller onboarding, property management
  • Financial services — KYC verification, account opening, investment profile
  • Consulting — engagement setup, discovery questionnaire
  • Healthcare — patient intake, provider onboarding
  • SaaS and technology — customer onboarding, vendor qualification
  • HR and recruiting — employee onboarding, contractor setup
  • Insurance — policy application, claims intake

You can filter by industry or search by keyword.

  1. Browse or search for a template that fits your use case.
  2. Click the template to preview its steps and fields.
  3. Click Clone to create your own copy.
  4. Customize anything — rename fields, add or remove steps, adjust conditional logic, and change settings.
  5. Your customized template is saved to My templates and ready to use.

Gallery templates are starting points. Clone and edit them freely. Changes to your copy do not affect the original gallery template.

Gallery templates work well when:

  • You are getting started and want a proven structure for your industry.
  • You need to onboard a new type of client and want a baseline.
  • You want to see how experienced teams structure their forms before building your own.

Gallery templates include conditional logic, required fields, and field help text pre-configured. Review these settings after cloning to make sure they match your specific workflow.

Building from scratch

If no gallery template fits your use case, create a blank template from Templates > New template. See the Template builder guide for details on all 18 field types and conditional logic.

Frequently asked questions

How many templates are in the gallery?
Over 40 pre-built templates spanning 10 industries including agencies, accounting firms, legal practices, consulting, coaching, and more.
Can I customize a gallery template after cloning it?
Yes. Cloning creates a full copy in your account. You can add, remove, or rearrange fields and steps freely.
Are gallery templates available on the free plan?
Yes. All plans can browse and clone templates from the gallery.