Paperform: Client Onboarding and Workflow Automation

Co.Lab, founded by Sefunmi Osinaike, successfully captured over 30,000 leads and processed approximately $300,000 using Paperform. Initially used for application forms, Paperform evolved ...

Co.Lab, founded by Sefunmi Osinaike, successfully captured over 30,000 leads and processed approximately $300,000 using Paperform. Initially used for application forms, Paperform evolved into a comprehensive system managing applications, payments, CRM integration, and student operations. This streamlined Co.Lab's workflows, reducing manual tasks and enhancing operational efficiency, demonstrating Paperform's value for small businesses seeking scalable solutions.

SmileBox, an eCommerce gifting business, scaled to 30,000 orders using Paperform's form builder. Paperform's conditional logic and integrations enabled SmileBox to automate workflows, per...

SmileBox, an eCommerce gifting business, scaled to 30,000 orders using Paperform's form builder. Paperform's conditional logic and integrations enabled SmileBox to automate workflows, personalize orders, and streamline checkout processes without needing developers. This case study highlights how Paperform's flexibility and automation capabilities supported SmileBox's growth, making it a valuable tool for SMBs in eCommerce.

Glow Social founder Kathleen Celmins integrated Paperform to streamline backend operations, replacing custom Stripe setups with Paperform's native integration. This consolidation reduced ...

Glow Social founder Kathleen Celmins integrated Paperform to streamline backend operations, replacing custom Stripe setups with Paperform's native integration. This consolidation reduced technical maintenance and enhanced workflow efficiency, allowing Glow Social to automate payments, onboarding, and scheduling. Paperform's advanced logic features enabled complex quizzes, supporting lead generation and business scalability.

Paperform helped Bottled Lightning cut client intake from four hours to just 20 minutes. Starlight Mundy uses Paperform to automate onboarding, track client sentiment, and personalize wor...

Paperform helped Bottled Lightning cut client intake from four hours to just 20 minutes. Starlight Mundy uses Paperform to automate onboarding, track client sentiment, and personalize workflows at scale. The platform lets her launch new sales offers in minutes and process payments directly. Paperform integrates with tools like Airtable and supports both internal and client-facing solutions. This flexibility allows Bottled Lightning to scale without losing the human touch.

Paperform helped Co.Lab capture over 30,000 leads and process $300,000 in payments. The platform automated applications, CRM routing, and student workflows, reducing manual admin work. Co...

Paperform helped Co.Lab capture over 30,000 leads and process $300,000 in payments. The platform automated applications, CRM routing, and student workflows, reducing manual admin work. Co.Lab used Paperform for lead magnets, email list growth, and student submissions. The system handled over 5,000 applications for a single program without issues. Paperform became the core tool for hiring, onboarding, and payments, giving the team peace of mind and reliable operations.

Paperform helped José Vitor Lopes e Silva automate legal and investment workflows for his two firms in Brazil. His seven-person team now supports 35 tech clients and manages 2,000 workflo...

Paperform helped José Vitor Lopes e Silva automate legal and investment workflows for his two firms in Brazil. His seven-person team now supports 35 tech clients and manages 2,000 workflows using Paperform’s smart forms and automation. The switch from manual email processes to Paperform reduced manual work and let the team operate with three fewer staff. Integrations with Zapier, Asana, Google Drive, and PandaDoc streamlined contract, compliance, and fundraising tasks. Paperform’s logic and answer piping features enabled faster, more reliable client service.