Client onboarding workflow builder
Create onboarding paths with files, signatures, forms, and smart branching in minutes.
Trusted onboarding for service teams
Client onboarding automation that actually gets completed.
Onbook gives you a branded client onboarding portal with task-by-task workflows, secure document collection, and automated reminders — so nothing falls through the cracks.
No credit cardLaunch in one dayUnlimited flows
Active flow
New client onboarding
Company details
Upload engagement letter
Identity verification
Billing profile setup
Completion hint
Participants who receive automated reminders complete flows 35% faster.
Teams moving onboarding into Onbook
250+ teams
98% completion rate
12h faster onboarding
Product capabilities
Onboarding workflow software built for speed and control.
Branded client portal
Apply your logo, palette, and tone so every client touchpoint looks like your firm.
No-login client access
Send secure magic links so clients can start instantly without creating accounts.
Automated document collection
Request multiple documents with clear status tracking and centralised storage.
Automated onboarding reminders
Nudge incomplete submissions with timed reminders and configurable sequences.
Audit-ready history
Keep a clear timeline of who submitted what and when, with activity visibility by default.
Workflow
Automated client onboarding in three simple steps.
1
Set up your flow
Choose a template or start from scratch, then add steps for files, forms, and approvals.
2
Share one secure link
Invite clients by email. They open a personalized link and complete tasks in one place.
3
Track progress live
See completion states in real time and trigger reminders only when work is still pending.
Pricing
Predictable pricing that scales with your team.
Best for solo firms
Starter
$79.99/mo
- 75 active clients
- 2 team members
- 50GB storage
- Includes full core product
Core product includes
Onboarding templatesMulti-step flowsFile uploadsAutomated remindersProgress trackingMobile-friendlyBranding controls
Most popular
Pro
$139.99/mo
- 500 active clients
- 10 team members
- 200GB storage
- Includes full core product
Core product includes
Onboarding templatesMulti-step flowsFile uploadsAutomated remindersProgress trackingMobile-friendlyBranding controls
Ready to launch
Automate client onboarding with a smooth, branded experience.
Stand up your first onboarding workflow today and start collecting everything you need in one secure client portal.