First impressions decide whether a client trusts you. This automated onboarding portal walks each new client through intake forms, document upload, and first steps in a clean order — so you look organized from day one and never chase the same paperwork twice.
What's Included
- Guided intake: clients complete steps in order, not a chaotic email thread.
- Document collection: files land in the client's own connected project.
- Progress tracking: see who's stuck where, set up with custom AI agents.
- Auto nudges: triggers remind clients about missing items.
- Private access: each client sees only their portal with role-based permissions.
How To Use
- Clone the portal and set your onboarding steps.
- Share the link with a new client.
- Turn on reminder triggers.
- Watch progress as they complete steps.
- Onboard clients without a single chase email.
See client portals in the Community Gallery or open the client-portal generator.