About OnboardFlow

Getting the right files and answers out of a new client usually means a scattered email thread — a logo that shows up as the wrong format, a question that goes unanswered for a week, a reminder you have to remember to send yourself. OnboardFlow replaces that thread with a single, branded portal built around one job: collecting what you asked for, and making it easy to send something back when it isn't right.

There's no account for your client to create. They open a private link, see exactly what's needed, and upload or answer each item directly. If a file doesn't work, you flag it with a note instead of starting another email — the task reopens, they're told exactly what to fix, and you can see the full history of what was submitted and why it was sent back.

It's built for agencies — design studios, marketing shops, dev shops — who onboard clients regularly enough that a repeatable, branded process is worth having, without the overhead of a heavier project-management tool.