Streamline Your Client Onboarding withOne-Click Processes
Create custom onboarding workflows in minutes, not hours. Onboard new clients with a single click.
Streamline Your Onboarding
Create Custom Templates
Design tailored onboarding processes that fit your unique workflow and client needs.
Flexible Customization
Easily adjust and fine-tune your templates to accommodate different client types and projects.
One-Click Onboarding
Initiate the entire onboarding process for a new client with just a single click.
Instant Sharing
Generate and share secure links to your onboarding process with clients in seconds.
How It Works
Create Your Template
Design a custom onboarding template that fits your workflow and gather all necessary information from clients.
Share with Client
Generate a unique link to your onboarding process and share it with your client in just one click.
Client Completes Process
Your client fills out the required information and uploads necessary documents through the user-friendly interface.
See It in Action
Project Scope
Ready to Simplify Your Client Onboarding?
Start creating one-click onboarding processes today