Onboarding that starts with one sentence
No forms to configure, no blank page. Tell Privio what you're organizing, and Privio AI prepares the whole client-operations workflow, agreement, guest questions, check-in and follow-up, for you to review.
- 1
Describe your business
One sentence is enough, “a med spa with consent forms for new clients” or “a launch party for 80 guests.” Privio AI reads it and prepares a starting point.
- 2
AI drafts the agreement
The right type, release, waiver, NDA, consent form or policy, with sections and guest questions written for your activity. Nothing is legal advice; your attorney has the final word.
- 3
You review and approve
Every section, question and field is editable before anything publishes. Privio AI suggests; a person decides. No consent, legal or communication decision happens without human approval.
- 4
Share by link or QR code
Once approved, your event gets a link and a high-contrast QR code. Guests sign from their own phone, no app, no account, no email thread.
- 5
AI keeps watch
After go-live, Privio AI monitors readiness: who signed, whose records are incomplete, and who needs a reminder. It prepares the reminders, you approve sending them.
The oversight rules, always on
- Nothing publishes or sends automatically
- Every agreement draft is reviewed by you before guests see it
- Reminders are prepared for approval, never sent on their own
- Signed records are locked; AI can flag gaps but never alter a record
Set up your first event with AI
Four guided steps, a full draft to review, and a signing link at the end. Free for 30 days, no credit card.
Begin onboarding