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Parallel: Alternative to Contractbook & FileInvite

Parallel helps you automate back-office onboarding with frictionless document management, secure client portals, and standardized workflows.
Starting at
$79 $960
Exclusive Showcase for this Powerful & Cutting-Edge Digital Tool.
All prices are in USD (United States Dollars)
Tool Highlights
A brief and concise overview of this tool at a single glance
  • Manage onboarding in a secure client portal with templated NDAs, SEPA mandates, legal documents, and more
  • Alternative to Contractbook, Juro, and FileInvite
  • Set up standardized workflows for back-office tasks and integrate with Zapier to access essential tools
  • Best for real estate, sales, and customer support teams looking to automate onboarding and back-office tasks
Tool Description
A detailed overview of this tool to learn more about it

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 the paperwork over to your client in a snap.

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.

Video Source: AppSumo Official YouTube Channel
Tool Features
Explore the main features of this powerful Business Development Tool.

All Features of Parallel

Processes that You Can Make More Efficient

Parallel is a flexible tool with the ability to manage complex processes

  • Sales: Get everything you need to close a contract in 5 minutes.
  • Legal: Implement legal processes effortlessly.
  • Compliance: Complete KYC processes faster.
  • HR: Get all the documentation you need from your employees.
  • Finance: Get faster your customer details to the bill earlier.

How It Works

Designed to make work easier for you, your team, and your clients.

  • Send a Parallel: Start with a template or do it from scratch.
    It's as simple as creating a form.
  • Generate a Client Portal: Your recipients can return it as many times as they need to complete it. In the meantime, track it or automate it easily.
  • Receive the Information on Time: Review, approve or reject, and communicate within Parallel.
  • Share It With Your Team: Share the parallel with your team to keep working collaboratively.
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Tool Resources
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Deal Details
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Deal Terms
  • 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
  • 60 Day Money Back Guarantee
Deal Features
  • 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
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