Do you have brand guidelines?
YesNo
Shown when “Yes”
Where can we find them?
Forms
Build intake forms and questionnaires with questions that appear only when they apply. Answers stay with the project.
Learn more about formsClient onboarding that runs itself
Give every client a branded portal with a clear list of what to do. Workflows send the emails, open the next stage and keep your team in the loop.
New client welcome
Active- 1Contract signed
Dana Kim signed the service agreement.
Service agreement - 2Send email
“Welcome aboard. Here is what happens next.”
To: client - 3Set task status
Kickoff questionnaire moves to To do.
Stage: Kickoff - 4Wait untilWaiting
2 days before the project start date.
- 5Notify team member
Maya gets a heads-up to prepare the kickoff call.
Run started 09:123 of 5 steps done
Three steps, then it keeps going without you
Most onboarding stalls because someone has to remember the next thing. Upclient remembers.
- 1
Start from a template
Stages, tasks, forms and contracts for the way you onboard, with due dates set relative to the project start.
- 2
Invite your client
They get a branded portal with one clear list: fill this in, upload that, sign here.
- 3
Let workflows run it
When something happens, the next thing starts. Emails go out, tasks open, your team hears about it.
When a contract is signed, the next stage starts on its own
Pick a trigger, add the actions that should follow, and switch it on. It runs for every client, every time.
When
- Contract signed
- Form submitted
- File uploaded
- Task status changed
- Stage completed
- Task due date
Then
- Send email
- Set task status
- Assign task
- Grant portal access
- Notify team member
- Wait until
Clients see one clear list of what to do
No threads to dig through and nothing to install. Each task says what is needed and lets them do it right there.
- Forms, file uploads, signatures, contracts and embeds as tasks
- Your logo, colour and header image on your workspace’s portal address
- Sign-in by emailed link or password
- Preview exactly what a client sees before you send it
Everything you need from a client, in one portal
Tasks, pages and conversations all live in the project. When a client finishes something, the project moves and a workflow can pick it up.
Service agreementSigned
Between Workspace name andClient name forProject name.
Dana Kim
Client · Mar 3
Maya Ortiz
Countersigned
Contracts
Write a template once with fields that fill themselves in. The client signs in the portal, you countersign, and both sides get the signed PDF.
Learn more about contractsDrawTypeClear
Signing as Dana Kim · Homepage design approval
E-signatures
Ask for a sign-off on a deliverable or a decision. Clients draw or type their signature, on any device.
Learn more about e-signatureskestrel-logo.svg48 KB
brand-guide.pdf2.1 MB
Drop files or browse
2 of 3 files
File uploads
Request the files you need and say how many. Everything a client sends is kept in the project’s Files tab.
Learn more about file uploadsKickoff call · 45 min
Wednesday, March 11
9:009:4510:3013:0014:1515:00
Embedded from your booking tool
Embeds
Put a booking calendar, a video walkthrough or another tool inside a task, so clients never leave the portal.
Learn more about embedsWelcomeTimelineBrief
Welcome to your project
Portal pages
Publish a welcome note, a timeline or a project brief with text, an embed and a form. Pages sit next to the client’s tasks.
Learn more about portal pagesDK
Uploaded the logo files. Is SVG fine?
SVG is perfect, thank you.
MOInternal: check the colour profile first.
Write a message…
Messages
Each project has its own threads with attachments and mentions. Mark a reply internal and only your team sees it.
Learn more about messagesDana submitted the questionnaire2m
Service agreement signed1h
Brand assets due tomorrow3h
New message from Dana5h
Notifications and reminders
Your team hears the moment a client acts, in the app and by email. Clients get a reminder before a task is due.
Learn more about notifications and remindersKickoff questionnaireIn review
Submitted by Dana Kim · 12 answers
Could you add your launch date?
Request changesApprove
Review and approve
Client work lands in review. Approve it to move the project on, or send it back with a note.
Learn more about review and approveYour brand, not ours
Clients sign in at your workspace’s address and see your logo, your colour and your header image. Choose a sidebar or top navigation and every project portal follows.
marlow.upclient.app
M
Marlow Creative
Sign in to see your project
dana@kestrelcoffee.com
Email me a sign-in link
Every project, stage and message in one place
The staff side is built for running many clients at once without losing track of any of them.
Project templates
Turn your best project into the starting point for the next one.
Stages and tasks
Group the work into stages. Each one opens when the one before it is finished.
Internal notes
Talk about a task with your team without the client seeing it.
Preview as client
Open the portal as a specific contact and see exactly what they will see.
Contacts and companies
Keep every client contact and company in one list, linked to their projects.
Team roles
Invite your team as owners, admins or members, and choose who works on each project.
Things people ask first
What does a client need to get started?
An email address. You invite them to a project, they follow the link to your portal and see their tasks. They can sign in with an emailed link or set a password.
What can a workflow do?
A workflow starts from a trigger such as a contract being signed, a form being submitted or a due date approaching, then runs actions in order: send an email, change a task, assign someone, open the portal to a contact, notify your team, or wait. Every run is recorded so you can see what happened.
Can I use my own branding?
Yes. The portal carries your logo, brand colour and header image, on a subdomain named after your workspace, with a sidebar or top navigation layout.
How do contracts work?
Write a contract template once, with fields that fill in from the client and project. Attach it to a task, the client signs in the portal, you countersign, and both sides can download the signed PDF.
Can I reuse my onboarding process?
That is what templates are for. A template holds stages, tasks, forms, files, pages and workflows. Every new project made from it starts complete.
Who is Upclient for?
Service businesses that onboard clients repeatedly: agencies, studios, consultants, accountants and similar teams.
Set up your first client in an afternoon
Start from a template, invite a client, and let the workflow do the chasing.