Client onboarding, perfected
One platform to onboard every client, in every business.
OnboardingPro gives any business a structured, no-code way to collect documents, signatures and approvals — with a hard-stop gate so nothing slips through.
4x
faster onboarding
100%
compliance gate
No-code
flow builder
Any
business type
How it works
Launch a polished onboarding in three steps.
Build your flow
Pick a starter template or design your own stages, tasks, required docs and signatures.
Invite your client
Send a branded portal link. Your client uploads, fills and signs at their own pace.
Review & go live
Verify each submission. The hard-stop gate keeps a client pending until everything's done.
Built for everyone
Ready-made templates for your industry.
Start from a proven flow, then tweak every stage to fit exactly how your business works.
Property
Landlord & property compliance, agreements, go-live gate.
Recruitment / HR
Right-to-work, contracts, equipment & first-day setup.
Vendor / Supplier
Due-diligence, insurance, tax forms & approvals.
Professional Services
Client intake, SOW signing & project kickoff.
Everything you need
A complete onboarding operating system.
No-code flow builder
Drag stages and tasks into any onboarding journey your business needs.
Docs & e-signatures
Collect uploads, form fields and legally-binding signatures in one place.
Hard-stop gate
Nothing goes live until every mandatory task is verified. No exceptions.
Client portal
A white-glove branded portal your clients complete at their own pace.
Team & roles
Invite your team, review submissions and keep everyone accountable.
Live progress
Real-time completion rings and awaiting-review counts across every client.
Ready to onboard flawlessly?
Set up your first flow in minutes. No card required.