Client onboarding & portals
Welcome every client, instantly and perfectly
A new client signs a contract or books a first visit. Then comes the manual chore: creating folders in Google Drive, setting up their card in your CRM, sending the welcome email, and chasing them for onboarding information. It's hours of admin per client.
What we build
- Automatic folder structure creation in Google Drive, SharePoint, or your document manager the moment they sign up
- A branded onboarding portal where clients can upload files, see their project checklist, and schedule their kickoff
- Automatic follow-ups for outstanding intake details until their profile is 100% complete
- Internal setup: team members are assigned their tasks and notified in Slack or Teams automatically
Timeline
1 to 2 weeks to live
Built on
- Google Workspace / Microsoft 365
- PandaDoc / DocuSign
- HubSpot / Clio
- Typeform / Jotform
- Make or n8n
What to expect
Onboarding happens instantly, 24/7. Clients feel handled from second one, and your team starts the first meeting with all the files and info they need, without manual setup.
Who uses this most
Common questions about this build
Can we customize the onboarding flow per client type?
Yes. The system reads the contract or intake questionnaire and triggers different folders, checklists, and welcome emails based on what they bought.
Is this secure for sensitive client information?
Absolutely. We build inside your existing secure cloud storage (like Google Drive or OneDrive) and use encrypted connections. We do not store your client's files.
How does it handle client communication?
It drafts welcome messages, links to portals, and reminders in your brand and voice, sending them via email or SMS as appropriate.
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