Build Your Workflow Solution, Invite Customers and Report Efficiently

Craft Perfect Client Journeys

Each business is as unique as the clients it serves. That's why we've developed a versatile,
three-step API to cater to bespoke client journeys, giving you the freedom to build, invite,
and report with unparalleled ease and precision.

SEAMLESS PROCESS

How Checkboard works

Enhance your sales and legal teams' efficiency with digital signatures to cut down on deal closing time.

Build

Invite

Report

Step One - Build

Tailor-Made Solutions: Create custom bundles comprising verification, payment processing, and digital document signing functionalities tailored to your specific needs.
Mix and Match Simplicity: Pick the workflows you need to find out more about your clients —no coding experience required.
Integration That Scales: Whether you're a startup or an established enterprise, our flexible API grows with you. Seamlessly embed Checkboard's capabilities into your workflows.

Step Two - Invite

Streamlined Invitations: Initiate verification or transactions with a simple invite. Send a personalised check or flow request to your clients via text or email, ensuring a direct and engaging touchpoint that reflects your commitment to outstanding service.

Step Three - Reports

Real-Time Reporting: As soon as your client completes the necessary steps, a comprehensive report is swiftly delivered to your business.
Customisable Dashboards: Our reporting tools are as versatile as your requirements. Customise your dashboard to highlight the metrics that matter most.
Detailed Data, Clear Conclusions: Data presented in a user-friendly format, making it easier than ever to interpret and act on the insights gained from client interactions.

Features you’ll love

Live Support

Our advisors are available through our live chat in-app or on your dashboard.

Checking Library

Discover a wide range of checks and ensure you only receive relevant information.

Plain Simple

Work with a company that builds with your clients' needs in mind.

It's all about your vision— realised.

Get started with our platform today and experience the difference!

Get in touch

PRODUCT

USE CASES

INDUSTRIES

Bespoke Client Journeys