okdoc runs your entire client onboarding — contract, payment, intake, access, tasks — and chases every signature, payment and file for you. The signature is just one step.
A Flow is a chain of steps with waits and actions — contract, payment, intake, access, tasks. okdoc runs it end to end, and the signature is just one step.
Write your onboarding in plain words and okdoc's AI assembles the whole Flow — and it plugs into Claude or ChatGPT over MCP.
okdoc asks the client for the intake forms and files it needs — and keeps chasing until they land. No more “can you send me…”.
Contract and payment collapse into a single step — the client signs and pays at once, and the invoice is issued automatically.
See every client onboarding in flight — which step it's on, what it's waiting for, and how close it is to ready.
Nothing starts half-ready. Work stays blocked until every signature, payment and file is really in — then okdoc marks the client ready.
Automatic reminders and escalation on every stuck step — okdoc nudges the client until it's done, so you don't have to.
Every signed document is sealed into a PDF with a certificate of completion and a SHA-256 fingerprint — court-ready proof.
Inside a Flow, okdoc drafts contracts and quotes with AI — or takes any existing PDF and maps its signature, name and date fields for you.
Trigger and track whole Flows from Claude, Make or your own code — over the okdoc API, MCP and webhooks.
Run your first client onboarding on us. No credit card, no setup.
Start your first process — on us →