Everything OnboardFlow does
One tool for collecting files, answers, and approvals from clients — built around a real review loop, not a static form.
No-login client portals
Every campaign generates a unique magic-link URL. Clients open it and land straight on their own branded onboarding page — no account, no password, nothing to set up.
File upload, preview & download
Clients drag and drop files right into the portal. You get an inline preview for images and PDFs in your dashboard, plus a one-click download with the file's original name.
Review & request changes
Spot a file that doesn't work? Flag it with a note and the task reopens automatically — the client gets an email explaining exactly what to fix, with their same portal link. Flag several tasks at once and it's a single combined email, not a flood of separate ones.
Automated reminders
Set a reminder cadence per campaign and pending clients get nudged by email on schedule — or send a one-off reminder yourself whenever you want.
Reusable templates
Save any campaign's task list as a template, or build one from scratch. Starting a new client is a matter of picking a template and filling in their details.
Progress & analytics
A KPI row shows active, completed, and awaiting-response campaigns at a glance. A deeper analytics page tracks completion rate, response time, and per-task-type trends over time.
Per-agency branding
Set your brand color and logo once — every client portal picks it up automatically, so it reads as your agency's page, not a third-party tool.