Client onboarding your clients actually finish
Replace the back-and-forth emails with one branded checklist. Send a link, track progress in real time, and let automatic nudges follow up when clients stall.
No credit card required · Clients need no account
5 min
Average template setup time
1 link
All your client needs — no account
0 chasing
Auto-nudges handle the follow-up
How it works
Three steps, then you're out of the loop
Set it up once. Every new client gets the same polished experience without another thread of follow-up emails.
Build a template
List the tasks every client needs — contracts, assets, access, kickoff prep. Reuse it for every engagement.
Send one link
Your client gets a branded portal with your name on it. No account required — just a checklist they can finish on their phone.
Watch it close
Track completion from your dashboard. Stalled clients get gentle reminders automatically so you don't have to chase.
The client experience
A portal they'll actually use
Your client gets a clean, branded page with their name on it — no login, no app download, no friction. Just a checklist that shows exactly what's left.
- Branded with your studio name and color
- Works on mobile without any app install
- Progress bar keeps clients motivated
- Completion triggers an automatic summary email
Ready to stop chasing clients for paperwork?
Set up your first template in minutes. Your next client gets a branded portal the moment you send the invite.