Freedom251 › Employee Onboarding Software

Boilerplate

Paid AndroidAPIiPhoneWeb

What Boilerplate is

Boilerplate provides portals and reusable checklists for document requests, onboarding, and recurring paperwork. A checklist can combine digital forms, fillable PDFs, file uploads, e-signatures, and assigned tasks. Its dashboard tracks items as open, closed, returned for updates, or ready for review, along with due dates and expirations. Due dates can trigger email reminders for recipients with overdue items. Users can personalize and prefill PDFs, collect signatures, and verify signed documents using an encrypted hash. Administrators choose how long files and data remain on Boilerplate, after which files are automatically removed. The web-based application lets users upload files from a desktop or capture them with a mobile device; clients do not need to download an app. Live integrations listed include AWS S3, Box, Egnyte, Google, Lever, Microsoft 365, and Salesforce. The security page describes encryption and other safeguards, including HIPAA compliance safeguards. Pricing is available on request.

Who it suits

Boilerplate suits organizations handling document-heavy workflows for clients, employees, contractors, applicants, or other participants. Its stated use cases span education, government, nonprofits, financial services, healthcare, legal, and services and trades.

What it does well

Combines forms, PDFs, uploads, signatures, and tasks.
Tracks checklist status, due dates, and expirations.
Overdue items can trigger email reminders.
Administrators can set automatic file removal periods.
Lists seven live integrations.

What to know first

Pricing is available on request.
Custom integration feasibility is assessed case by case.

Getting started

Visit the Boilerplate website.
Contact the company to request pricing.
Use the web-based application; clients do not need to download an app.
Upload files from a desktop or capture them with a mobile device.

Verdict

Boilerplate brings document collection and checklist tracking into web-based portals, with reminders and configurable data retention. Organizations considering it should request pricing and confirm any custom integration needs case by case.

Questions

How much does Boilerplate cost?

Pricing is available on request.

Which platforms does it support?

The listed platforms are Android, API, iOS and web. The application is web-based, and clients do not need to download an app.

Which integrations are available?

Live integrations listed include AWS S3, Box, Egnyte, Google, Lever, Microsoft 365 and Salesforce. Custom integration feasibility is assessed case by case.

Can administrators control how long documents are kept?

Yes. Administrators can choose how long files and data remain on Boilerplate, after which files are automatically removed.

What security and HIPAA safeguards are described?

The security page describes AES-256 encryption, optional client-side encryption, key shredding, multi-factor authentication, firewalls, monitoring and third-party penetration testing. It also describes safeguards for HIPAA compliance.

Who founded Boilerplate?

The about page names Brian Magrann and Levente Kurusa as cofounders.

Facts from Boilerplate's own pages

API: Boilerplate says it provides REST and JSON APIs and evaluates custom integrations case by case. · boilerplate.co, 10 Oct 2026
Audience: The product is presented for document-heavy workflows involving clients, employees, contractors, vendors, applicants, enrollees, borrowers, and investors. · boilerplate.co, 10 Oct 2026
Company: The maker identifies Brian Magrann and Levente Kurusa as cofounders and lists its address in Conshohocken, Pennsylvania. · boilerplate.co, 10 Oct 2026
Data retention: Administrators can choose how long files and data remain on Boilerplate, after which files are automatically removed. · boilerplate.co, 10 Oct 2026
Features: Checklists can combine digital forms, fillable PDFs, file uploads, e-signatures, and assigned tasks. · boilerplate.co, 9 Oct 2026
File retention: Administrators can choose how long files and data remain on Boilerplate, after which files are automatically removed. · boilerplate.co, 9 Oct 2026
Headquarters: 425 Fayette St, #102, Conshohocken, PA 19428, United States · boilerplate.co, 28 Sept 2026
HIPAA: The security page describes safeguards for securely transmitting personal health information as HIPAA compliance. · boilerplate.co, 10 Oct 2026
Hosting and compliance: The security page says files are hosted on AWS servers in the United States and lists HIPAA compliance safeguards. · boilerplate.co, 9 Oct 2026
Integrations: The integrations page lists AWS S3, Box, Egnyte, Google Gmail and Drive, Lever, Microsoft 365, and Salesforce as live integrations. · boilerplate.co, 10 Oct 2026
Intended users: The maker describes use cases across education, government, nonprofits, financial services, healthcare, legal, and services and trades. · boilerplate.co, 9 Oct 2026
Mobile access: Users can upload files from a desktop or capture them with a mobile device, and the application is web-based so clients do not need to download an app. · boilerplate.co, 10 Oct 2026
PDFs and signatures: Users can personalize and prefill PDFs, collect e-signatures, and verify signed documents using an encrypted hash. · boilerplate.co, 9 Oct 2026
Product: Boilerplate is a web-based platform for managing document request workflows with digital checklists and organized portals. · boilerplate.co, 10 Oct 2026
Reminders: Due dates can trigger reminder emails for open or overdue requests. · boilerplate.co, 10 Oct 2026
Security: Boilerplate states that it encrypts data in transit with TLS and at rest with AES-256, hosts data on AWS servers in the United States, and offers multifactor authentication and third-party penetration testing. · boilerplate.co, 10 Oct 2026
Support: The company says its client success team can help structure checklists, and it offers a walkthrough and support through chat, email, phone, text, and Zoom. · boilerplate.co, 10 Oct 2026
Tracking: A real-time dashboard tracks item statuses, due dates, and expirations. · boilerplate.co, 10 Oct 2026
Workflow: Reusable checklists combine digital forms, fillable PDFs, file uploads, e-signatures, and assigned tasks. · boilerplate.co, 10 Oct 2026

Where Boilerplate stands on Freedom251

Employee Onboarding Software#23 of 44