Onboard every client the same way with our AI Client Onboarding Intake Portal. Built with Taskade Genesis, this portal collects intake answers, gathers documents, and walks each new client through kickoff from one branded link.
What Is a Client Onboarding Intake Portal?
A Client Onboarding Intake Portal is a workspace that standardizes how new clients join your business. Powered by Projects & Memory, it combines an intake form, a document checklist, and a kickoff timeline so every engagement starts complete and on time.
Why Use an AI Onboarding Portal?
First impressions set the tone. This portal makes yours consistent:
- Structured Intake: Capture goals, contacts, and requirements in one form
- Document Checklist: Track contracts, briefs, and assets as they arrive
- Kickoff Timeline: Clients see exactly what happens in the first 30 days
- Automated Reminders: Automations request missing items for you
- AI Answers: A custom agent fields new-client questions 24/7
Who Should Use This Portal?
This Onboarding Portal helps:
- Agencies standardizing client kickoffs
- Consultants collecting discovery inputs
- Bookkeepers & Accountants gathering documents
- Service Firms onboarding at scale
- Freelancers delivering a polished first week
How To Deploy This Portal?
- Click "Use Portal" to open the live Onboarding portal
- Customize intake questions and your document checklist
- Set the kickoff timeline and milestones
- Turn on reminder automations
- Share one branded link with every new client
Build custom onboarding systems with Taskade Genesis. Learn how to create your first app. Explore the Community Gallery.
