Client Onboarding
as Simple as
Airbnb Check-in
Stop losing clients to confusing onboarding. Create a branded portal that guides them through every step automatically.
What Is a Custom Client Portal?
Think of it as your own private Airbnb for business relationships. A branded, automated hub where clients complete onboarding, access resources, and stay updated on their project.
Your Branded Space
Custom design, your colours, your logo. Clients feel like they’re in your premium workspace, not using generic software.
Smart Automation
Forms auto-save, files organise themselves, progress updates automatically. Like having a virtual assistant for every client.
Always Accessible
Works perfectly on phone, tablet, or desktop. Clients can check progress, upload files, or complete tasks anytime, anywhere.
What It Does For You
Eliminates the chaos of email chains, lost files, and confused clients. Everything happens in one beautiful, organised space.
Eliminates Back-and-Forth
No more “Did you get my email?” or “Which version is current?” Everything is organised and accessible in one place.
Automates Admin Tasks
Forms auto-populate, reminders send themselves, progress tracking happens automatically. Focus on the work, not the paperwork.
Creates a Premium Experience
Clients feel special and important. They can see exactly what’s happening and when, building trust and reducing anxiety.
Scales Your Business
Handle 5x more clients without 5x more work. The portal does the heavy lifting while you focus on delivery.
Before vs After
A Hub for Any Process
This isn’t just for client onboarding. This intuitive UI can be adapted to streamline any guided process, creating a bespoke experience for anyone you work with.
Online Course Delivery
Guide students through modules, quizzes, and resource downloads in a structured, easy-to-follow path.
New Employee Onboarding
Automate HR paperwork, IT setup requests, and training schedules for new hires to get them productive faster.
Event & Wedding Planning
Give your clients a central place to manage vendors, guest lists, payments, and timelines, reducing stress.
See It In Action
This is what your clients will experience. Click through the demo to see how smooth it really is.
Welcome, Sarah! 👋
Your project onboarding is as simple as an Airbnb check-in.
Just check off each step to get started →
Your Project Dashboard
Everything in one place, updated in real-time
Quick Actions
Quick Project Details
Just a few questions to personalise your experience
Onboarding as smooth as Airbnb check-in
No more email chains, missing files, or confusion. Everything automated in your branded portal.
How You Use It
We build it, you use it. Simple as that. Here’s how easy it is to transform your client experience.
We Build Your Portal
Custom designed with your branding, automated workflows, and all the features you need.
You Send the Link
New client? Just send them your portal link. No setup, no training, no confusion.
They Complete Everything
Contracts, forms, file uploads, scheduling – all guided step-by-step automatically.
You Get Notified
Instant alerts when tasks are complete. All client data organised and ready for you.
What If It Had AI?
A great portal automates tasks. An intelligent portal automates thinking. We’re already building these AI features for select clients.
Pre-fill Forms
AI finds your client’s public info to pre-populate forms with 80% accuracy before they even see them.
Provide 24/7 AI Support
An AI assistant trained on your business answers client questions about pricing, timelines, and policies instantly.
Route Workflows
AI reads project briefs to automatically create custom timelines and assign the right team members.