Send one magic link. Clients complete tasks, upload files, and sign documents — all in a branded portal that feels like your product.
Client Approved
Brand Assets received
Completion Time
The average agency wastes 8+ hours per client chasing files and managing scattered spreadsheets.
No patchwork of tools. One platform that handles the entire client onboarding journey, start to finish.
Describe your onboarding flow in plain English. Our AI architects the entire multi-step workflow in under 30 seconds.
Send one link. Clients get a fully branded portal — no account creation, no friction, no confusion.
Collect any file type with built-in validation, automatic organization, and instant notifications when received.
Set intelligent follow-up sequences. Clients get nudged automatically so you never have to chase again.
SOC 2 compliant, end-to-end encrypted. Your clients' data is protected with bank-grade security standards.
Track completion rates, time-to-complete, and bottlenecks. Know exactly where every client stands at all times.
Start from 50+ professional templates for every industry. Customize once, reuse forever across all clients.
Build adaptive flows that change based on client responses. The right questions, asked at the right time.
Seriously. Most agencies send their first client portal within 10 minutes of signing up.
Use our drag-and-drop builder or let AI generate your complete onboarding flow in seconds. Add any field type, conditional logic, file uploads, and e-signatures.
Share a single link with your client. They get a stunning, branded portal — no login, no app downloads, no friction. Works on any device, instantly.
Track progress in real-time. Automated reminders handle follow-ups. Files land organized in your workspace. You'll know the moment everything is complete.
Connect with the tools your team already uses. No workflow disruption, just seamless automation that works on day one.
Google Drive
Auto-create folders and sync all collected client files instantly.
Dropbox
Sync client assets to structured Dropbox folders on submission.
Zapier
Connect to 5,000+ apps. Trigger automations on any portal event.
Slack
Get instant channel notifications when clients submit or upload.
Stripe
Collect payments inside the portal before clients can proceed.
HubSpot
Auto-create and update CRM contacts when portals are completed.
Notion
Push portal responses directly into your Notion databases.
Airtable
Sync collected data into Airtable bases automatically.
Webhooks & REST API
Connect anything with real-time event payloads and full API access
Start free. Scale when you're ready. Cancel anytime.
All plans include a 14-day free trial of all features. No credit card required. Cancel anytime.
AI generation, portals, automations — all in one view. No asterisks, no surprises.
| Feature | FreeGet started | StarterTry Starter | AgencyTry Agency | |
|---|---|---|---|---|
Core Limits | ||||
Active client portals Simultaneous onboarding projects | 3 | 5 | 25 | 100 |
Team members Users with workspace access | 1 | 1 | 5 | 15 |
File storage Total file storage per workspace | 5 GB | 5 GB | 50 GB | 500 GB |
Custom templates Save & reuse your own workflow templates | ||||
System template library 50+ ready-made industry templates | ||||
AI GenerationAI | ||||
AI workflow generations AI-built onboarding flows per month | 10 / mo | 25 / mo | 150 / mo | 300 / mo |
AI complexity tier Depth & richness of generated workflows | Basic | Standard | Enterprise | Enterprise |
AI Surprise Me prompts AI-suggested prompts and use cases | ||||
Auto-save to template lib Generated templates saved automatically | ||||
AI usage dashboard Track generation usage & remaining quota | ||||
Portal & Branding | ||||
Custom logo & brand colors Brand the portal to your identity | ||||
Magic link portals No-login client access via unique link | ||||
Multi-step modules Organize flows into labeled stages | ||||
Full white-label Remove all Conboarding branding | ||||
Custom portal domain portal.youragency.com | ||||
Custom email sender domain Notifications from your own domain | ||||
Forms & Collection | ||||
All field types Text, file upload, checkbox, dropdown… | ||||
File collection Clients upload any file type directly | ||||
E-signatures Legally binding digital signatures | ||||
Conditional logic Fields that show based on responses | ||||
Required field enforcement Clients can't submit without completing | ||||
Info / instruction blocks Add context and guidance for clients | ||||
Automation & Integrations | ||||
Automated client reminders Smart follow-ups sent automatically | ||||
Real-time notifications Alerts on submission and file upload | ||||
Zapier integration 5,000+ automation workflows | ||||
Google Drive sync Auto-sync collected files to Drive | ||||
REST API access Build custom integrations | ||||
Webhooks Real-time event delivery to your stack | ||||
Security & Support | ||||
End-to-end encryption Data encrypted in transit and at rest | ||||
SOC 2 compliant infra Enterprise-grade security standards | ||||
Community & docs support Help docs and community forum | ||||
Priority support queue Fast-tracked email support | ||||
Dedicated onboarding call Live setup session with our team | ||||
SLA uptime guarantee 99.9% uptime with response SLA | ||||
All plans include a full 14-day free trial. | Get started | Try Starter | Try Growth | Try Agency |
"We cut our client onboarding time from 2 weeks to 2 days. Conboarding is the first tool that actually gets how agencies work. Our clients keep complimenting the portal experience."
Sarah Reynolds
Founder, Apex Creative
"The AI builder is genuinely magical. I described our SEO agency intake process and it built the entire 5-step workflow in 30 seconds. Saved me a full day of setup."
Marcus Kim
Operations Director, GrowthLabs
"I was spending 3 hours every Monday sending follow-up emails. Now Conboarding handles all of that automatically. I got those hours back to focus on actual strategy."
Jordan Davis
CEO, PrimeScale Agency
"The white-label portal on Agency plan is stunning. Clients think it's our custom app. Our perceived value has skyrocketed since switching."
Alexandra Lee
Studio Owner, Luminex Brand
"Onboarding used to be the part of our process I dreaded most. Now it's our competitive advantage. We close more clients because our onboarding experience is so smooth."
Ryan Patel
Partner, Velocity Digital
"Set up my first client portal in 8 minutes. Not kidding. The template library is incredible — I found one that was 90% of what I needed and customized the rest."
Chloe Martin
Founder, Craft & Code
Questions about AI generation, client portals, file security, pricing — answered in full. Can't find what you need? Email our team →
No — zero friction for your clients. They receive a single magic link by email and access their onboarding portal instantly, with no account creation, no password, and no app to download. The portal works on any device — desktop, tablet, or mobile — and is fully accessible from any modern browser. Your clients simply click the link and start completing their tasks.
Still have questions?
Our team responds within 2 hours during business hours.
We're based in the UK and available globally.
Join 500+ agencies who've eliminated onboarding chaos. Start for free. No credit card, no commitment.
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