Everything you need from a client, in one place
Upclient is a client portal and a workflow engine. These are the pieces you build each client’s onboarding from.
What clients complete
Task actions the client finishes in the portal. A task completes when every action on it is done.
Forms
Questionnaires with conditional questions and repeatable groups. Every submission stays with the project.Contracts
Templates with smart fields. The client signs in the portal, you countersign, both keep the PDF.E-signatures
A drawn or typed sign-off on a design or a decision, right on the task.File uploads
Ask for a set number of files, and choose which project files clients can see.Embeds
Booking calendars, videos and documents inside a task or a portal page.
What clients see
The portal itself, in your brand, with the pages you publish next to their tasks.
How the work keeps moving
Conversations, notifications and review, so nothing waits on someone remembering.
Set up your first client in an afternoon
Start from a template, invite a client, and let the workflow do the chasing.