The client onboarding you've always wanted.
Replace the 12-email onboarding thread with a single project. Checklist, contract, intake form, intro video — everything your new client needs, in one organized link you send once.
Free for up to 3 projects · No credit card required
“Onboarding docs split across 6 emails and a Google Doc.”
One welcome project. Everything in one organized link.
“What was the intake form link? — week two of the project.”
It's in the project. Always. Searchable.
“Client doesn't know what to do next.”
Checklist shows exactly what's done and what's next.
Everything your clients need,
in one place.
Onboarding checklist
Build a checklist of everything the client needs to complete or review. Track progress together.
Automatic reminders
Set reminders for pending checklist items. Stop chasing clients manually.
Contracts & forms
Add your contract, intake form, and NDA links. Everything signed and organized.
Welcome video
Embed a Loom welcome video. Personal touch that sets the right tone from day one.
Set up in minutes
Name it after the project and set it up in under 2 minutes.
Drop in files, links, checklists — everything in one place.
Send the project link. They never need to ask you for anything again.
Add new files, tick off tasks, update links as the project moves.
Your next client should feel taken care of from day one.
Build your onboarding project link free.
Create your first projectFree for up to 3 projects · No credit card needed