Client onboarding portal
First impressions that work
Your new clients sign a contract, then spend weeks getting chased for documents, forms, and signatures. We build portals where they complete everything in one place, at their pace, with your branding.
The onboarding problem
You're emailing, calling, and texting to get documents. They're busy. You're frustrated.
Documents arrive in email, text, Dropbox, mail. Tracking what you have and what's missing is a job.
Your sales process was smooth. Then onboarding starts and the client wonders what happened.
Someone on your team spends hours managing the back-and-forth instead of doing valuable work.
What you get
Your logo, your colors, your domain. Clients see your brand, not some third-party tool.
Request specific documents with descriptions. Clients upload directly. No more email attachments.
Contracts, agreements, consents. Sign digitally, stored securely, legally binding.
Collect information through custom forms. Conditional logic, validation, save and resume.
See at a glance who's completed what. Automated reminders for what's outstanding.
Everything uploaded goes to secure storage you control. Organized by client, searchable.
Common onboarding portals
Engagement letters, conflict checks, client intake forms, document requests.
Engagement letters, W-9s, prior year returns, authorization forms.
Lease agreements, tenant applications, move-in inspections, vendor forms.
Account applications, transfer forms, beneficiary designations, risk questionnaires.
Contracts, brand guidelines, login credentials, project briefs.
Patient intake, insurance information, medical history, consent forms.
How we build it
The impact
Frequently asked questions
Yes, every portal is built around your exact requirements. We map your current onboarding steps, identify what information and documents you need, and create a workflow that matches how your business operates. You can have different flows for different client types, conditional steps based on responses, and custom branding throughout.
Absolutely. Clients receive a secure link to their personal portal where they can upload documents, fill out forms, and sign agreements whenever it's convenient for them. Progress is saved automatically, so they can start on their phone and finish on their computer. You'll see real-time updates as they complete each step.
Clients upload documents directly to the portal with clear instructions for each request. Our e-signature integration is legally binding and compliant with ESIGN and UETA regulations. Documents can be pre-filled with client information, and multiple signers can be added when needed. Everything is stored securely and organized by client.
Yes, we build integrations with your existing tools. When a client completes onboarding, their information can automatically update your CRM, trigger billing setup, notify team members, and file documents in your document management system. We work with Salesforce, HubSpot, QuickBooks, and most other business systems.
Most clients see onboarding time cut by 70% or more. The real savings come from eliminating back-and-forth communication. Instead of sending five emails to get one document, clients complete everything in one session. Staff time spent on follow-ups and manual data entry drops dramatically, and you always know exactly where each client stands.
Show us your onboarding chaos
Tell us what you need from new clients and how you're collecting it today. We'll design a portal that makes it effortless.