One link. Complete client onboarding.
Collect information, files, account access, a signed agreement and the deposit in one branded checklist your clients actually finish.
Free plan · no credit card · set up in five minutes
Smart forms with conditional questions and autosave.
Request exact documents, then approve or ask for a re-upload.
Step-by-step guides for Meta, Google, WordPress, Shopify. No passwords.
Typed or drawn e-signature with an audit trail and signed PDF.
Deposits through Stripe, straight to your account.
AI Request Builder
Paste a proposal or email. Get tailored questions, a document checklist, access steps, an agreement draft and a payment step. You review everything before it's sent.
Reminders that stop themselves
Gentle automatic nudges until your client finishes, then they stop. Send a manual reminder or an AI-drafted one in a click.
Secure by default
Expiring magic links, private file storage with signed URLs, workspace isolation, audit logs, and no passwords ever collected.
Simple pricing
Start free. Upgrade when onboarding pays for itself.
Free
Try it with your next client
- 3 active onboardings
- All step types
- 5 AI generations / month
Solo
For freelancers
- 20 active onboardings
- Custom branding
- Automatic reminders
- 50 AI generations / month
Agency
PopularFor growing teams
- Unlimited onboardings
- 5 team members
- Remove our branding
- 300 AI generations / month
Scale
White-label at scale
- Everything in Agency
- 25 team members
- White-label portal
- Priority support