Service
Client Onboarding Portals
Replace 6 hours of email chaos with a branded, automated portal your clients complete in under 45 minutes.
Who this is for
Professional service firms - law practices, consultancies, recruitment agencies, coaches - spending 6-10 hours per new client on manual onboarding.
The problem we solve
Email threads, document chasing, repeated questions, and copy-pasting client details between systems. Most teams try to fix this with Google Forms and email folders - which creates three more problems instead of one. Your team spends more time coordinating than delivering the service they were hired for.
How we build it
- Discovery call to map your current intake workflow
- Build a branded client portal with conditional intake forms
- Document upload, e-signature, and automated welcome sequences
- Backend dashboard for your team to manage all active onboardings
- Integration with your existing CRM, calendar, and email tools
- Testing, deployment, and team walkthrough
What you get
- Fully branded client-facing portal on your domain
- Automated intake questionnaire with conditional logic
- Document upload and e-signature flow
- Real-time status tracker for clients
- Team management dashboard
- CRM and calendar integration
- Source code ownership
- 30-day post-launch support
The result
Our clients typically reduce new-client onboarding time from 6-8 hours to under 45 minutes. The portal runs 24/7 - clients complete onboarding in their own time, and your team gets a progress notification when they do. No more chasing. No more copying data between systems.
Typical price range
$5,000 - $15,000
Fixed price - agreed before we start
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