Step 1
A guided intake clients actually finish
Collect contacts, project details, files, consent, and next steps in one structured flow instead of chasing attachments across email threads.
Client portal SaaS
Put every client engagement in one place.
OnboardIQ gives service businesses a ready-to-launch client portal for intake, files, project updates, and billing links—without the messy email trail.
Pre-configured for freelancers, consultants, agencies, and private clinics.
Our launch promise
Professional by default. Practical from day one.
01
No custom build required
02
One clear client destination
03
A repeatable onboarding system
From scattered to structured
A client experience that runs like your best work.
Replace ad hoc handoffs with a simple sequence your team can repeat and your clients can understand at a glance.
Step 2
One polished home for every engagement
Give each client a branded dashboard for milestones, shared files, payment links, and the latest status—without assembling a portal from scratch.
Step 3
A repeatable process behind the scenes
Start from a pre-configured workspace, tailor the client-facing details, and reuse the same dependable workflow for the next engagement.
Straightforward pricing
Choose the room your client roster needs.
All plans include the core portal experience. Scale active client workspaces and collaboration as your practice grows.
Solo
For independent providers establishing a polished process.
$19/month
- Up to 5 active client portals
- Branded intake and file sharing
- Milestones and billing links
Best for growing practices
Studio
For consultants, clinics, and small agencies managing concurrent work.
$49/month
- Up to 25 active client portals
- Everything in Solo
- Three team seats
- Reusable portal templates
- Remove OnboardIQ branding
Agency
For teams coordinating a larger book of client work.
$99/month
- Up to 75 active client portals
- Everything in Studio
- Ten team seats
- Priority onboarding support
Questions, answered
Before you move client work out of your inbox.
Make the next handoff your cleanest
Give clients clarity before the first meeting.
Launch a professional portal that keeps intake, progress, files, and payment links exactly where everyone expects them.