Automate client onboarding
with one link
HOW IT WORKS
Build the flow once — it handles every client the same way after that.
Build your flow
Start from a ready-made template or a blank canvas, then drag your steps into place — contract, payment, form, call, whatever your process needs.
Send one link
Your client gets a clean, branded page that guides them through each step — no scattered tools.
Watch them arrive
Your dashboard updates the moment they move. Once they're done, everything they submitted stays put and accessible.
THE CLIENT EXPERIENCE
The page your client actually sees
Contract, payment, whatever else you've added — one continuous, branded page moving them from step to step, without ever leaving the link you sent.
The client experience
Video coming soon
THE DASHBOARD
Know exactly where every client stands
One screen shows every client's current step and status — who's just getting started, who's moving through, and who hasn't touched their flow in a while. No spreadsheets, no status-update emails to send yourself.
Provider dashboard
Video coming soon
THE CLIENT HUB
What they submit doesn't disappear when onboarding ends.
Once onboarding's done, the same link keeps working — a branded hub where your client can always find their signed contract, payment, uploaded files, and answers. No more building a Notion portal by hand for every new client.
Client hub
Video coming soon
FEATURES
Everything your process actually needs
A closer look at a few of the pieces behind what you just saw.
CONTRACT SIGNING
Legally binding signatures, without leaving the flow
Your client reads and signs right inside their onboarding link — no separate DocuSign email, no "did they actually sign yet?" guessing.
Contract signing
Video coming soon
PAYMENT
Get paid the moment they say yes
Payment goes straight into your own connected Stripe account as one step in the flow — no cut, no middleman, no separate invoice to chase.
Payment step
Video coming soon
BUILT-IN CHATBOT
A chatbot that already knows their flow
Built into every client's onboarding page, it answers questions about their specific flow — what a step needs, why you're asking for it, what happens next. Add your own tone, FAQs, and policies to personalize it further; it never speaks for you beyond what you've told it.
Onboarding chatbot
Video coming soon
ALSO INCLUDED
JOIN THE WAITLIST
Be first in line
We're bringing on new providers in small batches. Leave your email and we'll reach out the moment a spot opens up.