Never retype client details again

Marloo can now fill any form a client needs in one go, show where each answer came from and send everything for signature through DocuSign, all without leaving Marloo. We have rebuilt Forms around the slowest part of paperwork: finding the answers in the client file and typing them into form after form.

They are now available on our Pro plan, with a free 14 day trial.

Built for the person who fills in forms

If you’re a paraplanner, part of an admin team or an advisor doing your own paperwork, you probably fill in more forms than you should.

We’ve spent the past year learning where the pain is: rekeying the same information across forms, small errors that delay things after signature and the wait between finishing a form and getting it to the client.

Forms now take you from advice through to signature.

Why this is possible now

A form is only as good as the information behind it. Marloo holds that information for each client and keeps it up to date as context builds, so filling a form no longer means digging through the client file.

Fill every form a client needs in one go

Say a new client needs a client agreement, a platform application and a transfer form for each account they’re bringing across. Open the client, tell Marloo which forms you need and each one is completed in seconds from everything we know about them.

Provider forms don’t always arrive fillable, so Marloo also turns flat PDFs into fillable forms and completes them like any other.

From rekeying to a sense check

Every filled form opens in review mode with each field highlighted and a citation beside it for every piece of information used to fill it, whether a meeting, the client record or a document. You read the form through, check any answer against its source and send it with confidence, rather than comparing it to the client file.

Send for signature without switching tools

Once a form is checked it goes straight out for signature from Marloo through your firm’s DocuSign account. There is nothing to export or upload, so the gap between finishing a form and reaching the client drops from days to minutes. Marloo shows whether it has been signed, declined or is still waiting.

You need your own DocuSign account to send from Marloo, but you can always download the form and get it signed the way you do now.

Getting started

Anyone can build form templates on any plan. To fill and send them, connect DocuSign in Settings and set signature locations on your templates, then open a client, pick their forms and fill them in one go.