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Professional Services · Custom Platform

Client portal that cutonboarding time in half.

A consulting firm was onboarding new clients through a maze of email chains, shared drives, and PDF checklists. We built one portal where every new client actually knows what's happening.

0%
Faster onboarding
0%
Fewer support tickets
0+
Clients onboarded so far
The challenge

Every new client, a different email thread.

Onboarding a new client meant a dozen emails, a shared folder nobody could find things in, and a PDF checklist that was always slightly out of date. Clients felt lost in their first two weeks — exactly when trust matters most.

The approach

One portal, from kickoff to handoff.

We built a branded client portal with a clear onboarding checklist, document sharing, and status updates — so every client always knows exactly where things stand, without emailing to ask.

What we built
1
Guided onboarding checklist
A step-by-step flow that adapts to each engagement type, so nothing falls through the cracks.
2
Secure document center
Contracts, deliverables, and shared files live in one place — replacing scattered drive links.
3
Status timeline
Clients see exactly what stage they're at and what's next, without pinging their account manager.
4
Internal handoff view
When onboarding ends, the delivery team inherits full context automatically — no re-briefing required.

New clients used to email us asking "what happens next." Now the portal answers that question before they even think to ask.

P
Partner & Head of Client Success
Consulting firm
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