Client Management
Client Onboarding Doc
Welcome new clients with a professional onboarding document — team introductions, project timeline, tools, billing, and next steps. Share a branded link instantly.
Ready in 5 minutesFree plan availableShareable link included
Fill in your onboarding details
Fill in the form and click “Generate” to preview your onboarding doc
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Built for agencies that care about first impressions
Team introductions built in
Introduce your team members with roles, emails, and photos so clients know exactly who to contact.
Project timeline & milestones
Set clear expectations with project start and end dates, milestone breakdowns, and deliverable lists.
Shareable client link
Send clients a branded URL they can open on any device. Track when they view it with Pro analytics.