Stop chasing client files over email
OnboardFlow gives every client a branded, no-login portal to upload files and answer questions — and gives you a real review loop when something needs to be redone.
No client login required
A private magic link is the whole access model — nothing for clients to set up.
A real review loop
Reject a bad file with a note instead of another back-and-forth email thread.
Reminders that send themselves
Set a cadence once — pending clients get nudged automatically.
Everything you need to onboard a client
Built for agencies collecting assets and approvals — not a generic form builder.
How it works
Create a campaign
Add the tasks you need — file uploads, text answers, or authorizations.
Share the magic link
Send your client their private portal. No sign-up required on their end.
Client completes tasks
They upload files and answer questions from a clean, branded page.
Review — or request changes
Approve what's good, and send back what isn't with a note attached.
Ready to streamline onboarding?
We're onboarding new agencies by invite during our beta — request access to get started.
Request Early Access