General industry
Forms, contracts and portals - for any digital process.
Legal, HR, healthcare, financial, education and non-profit teams use 3B Forms, Doc Studio and Digital Experience Builder to ship secure intake flows, signed agreements and branded portals - all on Salesforce.
Section · Personal details
Tell us about yourself
Challenges we hear every week
The same three problems - across every industry.
Different teams, different stacks, but the bottleneck is identical: data trapped in PDFs, contracts trapped in DocuSign, customers trapped in clunky portals.
The status quo
Intake trapped in PDFs and email
Critical data arrives as a PDF attachment, an email thread or a CSV pasted into a ticket. Someone has to retype it into Salesforce. Mistakes happen. Compliance slips.
With 3B
3B Forms binds every field directly to your Salesforce object model. Document AI reads PDFs and ID documents and pre-fills the form. The data lands clean - straight on the record.
The status quo
Three CLM tools, three bills
Generation in Conga, signing in DocuSign, redlining in Ironclad - three contracts, three integrations, and a sync layer that breaks every quarter.
With 3B
3B Doc Studio runs generation, signing and redlining in one product, all natively on Salesforce. One bill. No sync layer. Audit trail attached to the record.
The status quo
Customer portals stuck in 2015
Experience Cloud is powerful but heavy and dated. Building a modern, mobile-first portal usually means starting a custom app project that takes a quarter and ships late.
With 3B
3B Digital Experience Builder ships PWA-installable apps with push notifications, offline support and a Tailwind/DaisyUI design system. Days, not quarters.
The general-industry trio
Three products that automate any process.
Together, 3B Forms, Doc Studio and Digital Experience Builder cover ~80% of common process-automation needs. Built on the Salesforce data model you already trust.
3B Forms
Dynamic forms tightly coupled to Salesforce. Document AI extracts data from any uploaded document. Direct write to standard or custom objects.
Explore Forms →3B Doc Studio
CLM, e-signature and redlining in one tool. Build templates, generate from Salesforce data, redline with anyone, run renewals inline.
Explore Doc Studio →Digital Experience Builder
PWA portals and mobile apps. Push notifications, offline support, Tailwind v4 / DaisyUI design system. Modern out of the box.
Explore DEB →Sub-industries
Built for how each sector actually works.
Every sector has its own intake, contract and portal patterns. 3B's general-industry trio ships pre-configured for the use cases that matter most in yours.
Legal
Secure client intake forms with KYC checks via Doc AI. Matter-specific contract templates with redlining. Branded client portals for matter status, document sharing and bill review.
- Client intake
- CLM redlining
- Matter portals
HR
Employee self-service portal for onboarding, time-off, policy acknowledgments and benefits enrollment. Generate offer letters and amendment contracts with Doc Studio. Run mandatory policy briefings via Assessments.
- Employee portal
- Offer letters
- Policy briefings
Healthcare
Patient intake forms with HIPAA-aware handling. Document redlining for referral and insurer agreements. Branded patient portal for appointments, results and secure messaging.
- HIPAA intake
- Referral redlining
- Patient portal
Financial services
KYC and AML intake with Doc AI extraction from passports and proof-of-address. Secure document signing for account opening, loan agreements and disclosures. Compliance portals with audit-ready trails.
- KYC / AML
- Loan e-sign
- Compliance audit
Education
Student admissions intake. Branded student portals for course progress, schedules and assessments. Surveys for course feedback and digital exams via 3B Assessments.
- Admissions
- Student portal
- Digital exams
Non-profit
Volunteer registration forms with background checks. Branded community portals for donation tracking and event sign-ups. Grant agreements with full redlining and audit history.
- Volunteer intake
- Donation portal
- Grant CLM
"We replaced four point solutions with 3B and cleared an entire integration project off our roadmap. Our recruiters now run shift planning, onboarding and compliance from a single Salesforce workspace."
COO, Global staffing agency
120k+ shifts orchestrated annually · UK & Europe
Ready when you are
Automate any digital process. On Salesforce.
Bring your trickiest intake form, your messiest contract, or your most-requested portal feature. We'll show you the 3B equivalent in 30 minutes.