Parallel

    Lifetime deal

    Automate client onboarding with secure, centralized doc management

    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.

    TL;DR

    Manage onboarding in a secure client portal with templated NDAs, SEPA mandates, legal documents, and more
    Set up standardized workflows for back-office tasks and integrate with Zapier to access essential tools

    At-a-glance

    Overview

    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.

    Document generator

    Dynamic text blocks let you add your own form fields and conditional steps without coding.

    Clients can sign paperwork with integrated signature providers inside auto-generated client portals, which are secured by two-factor authentication.

    Parallel guides signees through the whole process and even lets them use the “save for later” feature to step away without losing progress.

    Once the documents are fully executed, you can download and save everything as a PDF file or ZIP folder. No more organizing, renaming, or searching for client files!

    Client portal

    Parallel’s client portal automatically guides users through each question and conditional step.

    If a client rejects a change or has questions, they can leave notes directly in the platform, eliminating endless back-and-forth emails.

    You can even include internal notes to keep everything organized in one place for your teams.

    Forget about chasing your clients over information and paperwork! Parallel lets you arrange an automated schedule to send reminders to clients who are slow to reply.

    Comments and automatic reminders

    Take advantage of built-in comments and automated follow-up reminders to spare your inbox.

    Parallel also helps your back-office teams work smarter with flexible internal collaboration tools that keep track of progress.

    Build an automated workflow that assigns tasks to specific team members whenever a project kicks off or a certain step is completed.

    Your teams can leverage the platform’s API or Zapier integration to access thousands of apps and create even more robust processes.

    Assign tasks

    Automatically assign tasks to team members and build complex workflows with Parallel’s API and Zapier integration.

    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.

    Grow your business without the growing pains.

    Get lifetime access to Parallel today!

    Plans & features

    Deal terms & conditions

    • Lifetime access to Parallel
    • All future Pro Plan updates
    • No codes, no stacking—just choose the plan that’s right for you
    • You must activate your license within 60 days of purchase
    • Ability to upgrade or downgrade between 4 license tiers
    • GDPR compliant
    • Only for new Parallel users who do not have existing accounts
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    60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!

    Features included in all plans

    • Unlimited templates and contacts
    • PDF export
    • Automatic reminders
    • Activity log
    • Custom logo
    • Forward security
    • Encrypted storage
    • SSL connection
    • Zapier integration
    • Bulk petitions
    • Custom subdomain
    • API access
    • Teams
    • Reporting
    • Remove Parallel branding
    • Live chat

    From the founders

    Parallel Introduction

    👋 Hi Sumo-lings!

    I’m Derek, co-founder and CEO of Parallel. On behalf of the whole team, we are excited to launch here at AppSumo! 🌮🌮🌮🌮🌮

    👉Let me share my story and why we are here today.

    Before starting Parallel, I practiced as a tax and corporate lawyer ⚖ for more than seven years in one of the top-tier law firms in Europe. One day, I realized that it didn’t make sense for my clients or me to spend more than 2 hours/day chasing my customers to collect documents and information. I felt frustrated, impatient, and powerless spending 2 hours/day doing that. And, of course, my customers felt the same having me chase them every day.

    That’s when the idea of Parallel was born.

    We started Parallel by automating document and information collection 📂 and have progressively added document generation 📄 capabilities and integration with one of the top eSignature players in Europe.

    Our approach to building the product is to make it as easy to use as possible, assuming our users and their customers are not tech-savvy and make the users feel they are working naturally.

    ✅Parallel is your best alternative for:

    🎯Forms and document collection solutions (Typeform, FileInvite) if one-shot forms don’t work, your customer might have questions about your requests, and you need a place to keep track of what you have reviewed.

    🎯Contract management solutions (Juro, Contractbook) if you are looking for easy-to-use and powerful logic in your clauses instead of coding within your documents, set up and deploy signature workflows quickly.

    ✅ Our top 3 use cases are currently 📖:

    🎯KYC (know your customer): we help our customers shorten their processes from weeks to days, automatically collecting all the information they need from their customers for legal and compliance reasons.

    🎯Contract generation: our users are speeding up the time to close contracts from days to minutes. Our native integration of an eSignature solution help sales, operations, legal, and compliance teams speed up their processes.

    🎯Customer onboarding: we help our users onboard their customers faster, collecting everything they need to start working with them.

    ❔What is your pricing model?💲

    It is based on the number of processes we manage and users with an account, and on top of that, we charge for premium features. With the AppSumo LTD, you will get access to features from our most advanced tiered plan and a great number of credits to run your workflows🤑.

    ❔What languages do you support?

    We are currently supporting Spanish and English, but we are open to including more languages in the future.

    ❔Do you include signature credits in your plans?

    No. We focus on our core, helping you manage the document workflows. We only integrate with partners with solutions that offer a great experience for you and your customers.

    🎉Start using Parallel today, and feel free to leave your suggestions in our public roadmap (https://roadmap.onparallel.com)!

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