Start engagements the way you want to be remembered for finishing them. Clone the live Client Portal and a new client's intake answers, access requests, and first-week milestones all land in one branded page instead of a welcome email with six attachments.
The scene this fixes: week one of a paid engagement spent chasing a stakeholder list, a data export, and the name of whoever approves the invoice. Here those three are intake fields the client filled before the kickoff call.
What's Included
- Structured intake: A form that captures scope, stakeholders, systems, and constraints in one pass
- Document requests: What you need, who owes it, and whether it has arrived — visible to both sides
- Kickoff milestones: Week one, week two, and first deliverable with owners and dates
- Status page: The client sees phase, progress, and open items without asking
- Intake agent: A custom agent reads the responses and drafts your kickoff brief
Plans and access
Publishing a portal works on any plan. Custom domains and SSO/SAML are Business and above; SCIM user provisioning is Enterprise only. Use permissions to keep client access read-only.
How To Use
- Clone the app and edit the intake form to the questions you always end up asking anyway
- Send the portal link the day the engagement is signed
- Work your delivery from the same records the client is reading
- Connect related kits: matching generator, or the Agency Intake Onboarding Portal