Send one magic link. Clients complete tasks, upload files, and sign documents — all in a branded portal that feels like your product.
A bird's-eye view of every client. See exactly who is stalled and who is ready for fulfillment instantly.
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.
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.
Onboarding Status
Connect with the tools your team already uses. No workflow disruption, just seamless automation that works on day one.
Auto-create folders and sync all collected client files instantly.
Sync client assets to structured Dropbox folders on submission.
Connect to 5,000+ apps. Trigger automations on any portal event.
Get instant channel notifications when clients submit or upload.
Collect payments inside the portal before clients can proceed.
Auto-create and update CRM contacts when portals are completed.
Push portal responses directly into your Notion databases.
Sync collected data into Airtable bases automatically.
Need something custom? Push real-time event payloads and connect Conboarding to any proprietary system.
Start for free and upgrade as you grow. All plans include the core portal experience and AI workflow builder.
All plans include a 14-day free trial of premium features.
No credit card required on Free Plan. Cancel anytime.
"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. Stop chasing files and start delivering a premium experience on day one.
Acme Corp
Onboarding Complete
Magic Link Sent
Delivered to client
Google Drive Synced
All files organized