Intake forms
PatchworkGoogle Forms / Typeform
OpboxNative form builder with 25 field types, conditional logic, and auto-matter creation
A day in the life
We know the pain of managing complex corporate workloads.
Email for updates. Drive for documents. DocuSign for signatures. Airtable for tracking. A practice-management system for billing. Slack for the rest. None of it shares context, and every handoff loses a thread.
Click a tab to see what your team sees today — or skip ahead to Opbox.
Hi James,
Please find attached the updated MOA for your review. Also, can you confirm the registered address?
Best,
Sarah
The platform
| Name | Role | KYC |
|---|---|---|
| James Mitchell | Director | Verified |
| Sarah Chen | Secretary | Verified |
| Olivia Park | Director | Pending |
| Raj Patel | Shareholder | Expired |
Try the board · move any card
Boards model your real workflow — not someone’s idea of one. Move a matter into Signing and the next step (envelope, audit row, client portal notice) fires automatically.
AI · native to your data
Not a chat window bolted on the side. The same AI that drafts your board resolution can read your matter, your KYC pack, your share register — and act on them with your permissions.
Vs the patchwork
| Surface | The patchwork | Opbox |
|---|---|---|
| Intake forms | Google Forms / Typeform | Native form builder with 25 field types, conditional logic, and auto-matter creation |
| Matter pipeline | Trello / Asana boards | Configurable boards with 14 step types, parallel containers, and folder templates |
| Documents | Google Docs / Word + manual | Template engine with variable placeholders, AI-assisted drafting, version control |
| Data tables | Airtable / Smartsheet | Hierarchical tables with 6 categories, views, link columns, and context menus |
| Client portal | Email + shared drives | Branded portal with real-time status, document exchange, and action items |
| E-Signature | DocuSign / Adobe Sign | Native e-signature with hash-chained audit trail and RFC 3161 timestamps |
| KYC & UBO | Manual spreadsheets | Built-in identity registry with HMAC identifiers and oversight topology |
| AI assistant | ChatGPT copy-paste | 156 contextual tools, RAG over your docs, streaming responses, autonomous agent |
| Audit trail | Email search + hope | Immutable log of every action with configurable retention and export |
Security & compliance
Controls mapped to TSC criteria. Independent audit readiness built into every workflow.
All files encrypted at rest with per-tenant keys. TLS 1.3 in transit. Zero-knowledge file storage option.
SAML 2.0 and OIDC for single sign-on. SCIM 2.0 for automated user provisioning and deprovisioning.
Data boundaries enforced at the database level. No cross-tenant leakage possible.
Every action logged with who, what, when, and from where. Exportable for compliance review.
Role-based access with per-resource permissions. Admin, member, and viewer roles with custom overrides.
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