Industries differ. Circularo adapts.

Virtually every department in every industry makes agreements, uses forms or processes information for input, review and approval.

Industries

Banking

Banking


Circularo is ideal for a wide range of essential banking and finance documentation from account opening to trade confirmations and beyond.

New Account Opening Form
Application form for a loan
FATCA Self Declaration Form
Cardholder Request Form
Tax Residency Self Certification (CRS)

Real Estate & Property Management

Real Estate & Property Management

Real estate agents and property managers use Circularo to process contracts instantly by having clients eSign documents from any device, anywhere.
Tenancy Application Form
Property Maintenance Request
Commercial Lease
Contract Residential House & Land
Entry Notifications

Developers & Construction

Developers & Construction

Circularo can be effectively deployed to assist town planners and builders to manage stakeholders, approval processes and continuous inspections.

Building Specifications
Construction Contract
Progress Report
Inspections & Quality Control
Construction Proposal 

Education

Education

Education sector employees and students utilize Circularo, to sign various documents with maximum legal guarantee, anywhere, anytime.

Circularo offers solutions compliant with important education sector regulations such as eIDAS, GDPR and similar US regulations.
Class Enrollment Forms
Leaving Certificate
Parent Consent Form
Study Certificate
Student Consent Forms

Healthcare

Healthcare

Circularo makes collecting patient healthcare information easy and secure incorporating HIPAA privacy best practice.

Patients can send their information on mobile devices from anywhere, anytime.

New Patient Registration Form
HIPAA Medical Release Form
Emergency Contact Form
Medical Insurance Application
Patient Release Form 

Hospitality

Hospitality

Circularo offers a range of innovative solutions in the hospitality space, designed to enhance customer experience with improved check-ins, check-outs processes, guest reservations and much more. As well guest, our solutions streamline you internal administration so that you can focus on the services you provide.
Guest Registration
Guest Check-Out
Petty Cash Voucher Form
Capex Approval Form
Contract Approval Request 

Insurance

Insurance

Circularo enables end-to-end paperless solutions in the insurance sector, greatly improving workflows and document turnaround time, while decreasing the amount of time spent preparing documents. 
New Policy Applications
Account Change Forms
Claims First Notice Of Loss
Insurance Application
Policy Cancellation Authorisation 

Government

Government

We have worked with numerous government agencies worldwide to minimize overhead costs, associated with wet-ink signatures, scanning and printing, while ensuring institutional process and standards are maintained. 
Notification letters
Nomination forms
Certificates
Memorandums
Approval Request Forms 

Accounting and Tax

Accounting and Tax

Circularo enables accountants and tax specialists to interact with their clients quickly and efficiently. Customized uploading, sharing and approvals increase turnaround times and encourage greater client engagement.
Accounting Reports
Tax Registration Forms
Client Consent Forms
Confidentiality Agreements
Tax Declaration Forms 

Departments

Finance & Operations

Finance & Operations

Circularo is used by banks to secure transactions and minimize fraud risk, ensuring security-first document creation, approval, electronic signatures and archiving facilities.

Circularo's financial sector customers have also reduced document error rates by up to 90%

Contractor Agreements
Capex Approvals
Service Agreements
Engagement Letters
Cash Vouchers 

HR

HR

Circularo accelerate onboarding by enabling documents to be completed electronically.

Our HR solutions provides complete visibility into the status of every HR document, while allowing complete customer branding to create a strong, first impression.

Offer Letters
Employee NDA Agreements
New Employee Onboarding
Part-Time Contracts
Employee Exit Processing 

Legal

Legal

Circularo helps law firms and legal departments manage review, negotiation and finalisation process on an end-to-end, fully customizable platform.

Our solutions allow you securely access, track, audit, and store agreements, improving visibility and governance, and reducing risk.
NDA Agreements
Board Consents
Business Contracts
Settlement Agreements
Merger And Acquisition Agreements 

IT Operations & Support

IT Operations & Support

Circularo enables IT operations to be faster, simpler and more cost-efficient.

From asset tracking and policy management to production change authorization, Circularo digitally transforms many processes that require agreement or sign-offs. 
Service Level Agreements
Incident Resolution Report
Change Requests
Order Fulfillment
Maintenance Authorization 

Project Management

Sales

With Circularo, sales departments can achieve higher close rates, reduced time to revenue, and improved sales agents efficiency.

Our solutions give stakeholders complete visibility of sales agreements, including signing process, and enable automation of sales processes.
Commission Agreements
Wholesaler Agreements
Partner Agreements
Retailer Agreements
Business Terms & Conditions 

Procurement

Procurement

Circularo improves completion and management of supplier contracts more efficiently, including online (invoices, licenses and, certifications), as well as the overall contracting process.




Purchase Orders
Proposals & Bids
Vendor Contracts
Master Service Agreement
Invoices 

Impress Your Customers.

Focus on what matters, reduce the number of steps to reach agreements. Make it easy for everyone to review, fill-in and sign documents online. No more printing, signing, scaning and sending here and there via email or post.