Org_chart.pdf
Q3_financials.xlsx64%
Deliver consulting engagements that clients actually enjoy
Client work shouldn’t live in scattered emails and shared drives. Keep everyone in sync with files, messages, tasks and contracts in one secure, branded portal.
A
Apex Strategy
Welcome, Jane
Get started
- Sign your agreement
- 2Upload your documentsUpload
- 3Book your kickoff call
Your service
In progressStep 2 of 4Documents
2,261+ service firms run their client journeys on Hubflo
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Run your practice from one place
Stop juggling spreadsheets, email and Dropbox.
Any update on the roadmap?Draft is in your portal
Real-time messaging
- Prepare the kickoff deck
- Review the questionnaire
- Assign the account manager
Tasks & projects
Signed
Contracts & e-signatures
Company name
Northline Studio LLC
Main goal for this engagement
Intake & feedback forms
Invoice #1042Paid
$2,400.00
Pay nowInvoices & payments
Less admin, more billable work
Contracts, forms and invoices go out on their own, and clients get nudged when they fall behind.
- Engagement letter signedClient
- Intake form sentAutomatic
- Deposit invoice sentAutomatic
- Kickoff call bookedClient
Onboarding that runs on its own
- Questionnaire sentDay 0
- Friendly reminder by emailDay 3
- Second reminderDay 5
- Questionnaire receivedDay 6
Follow-ups that send themselves
- Financials cover the last 3 quarters
- !Q2 sales report is missing
- NDA signed by both parties
AI checks the file before you do
Deliver your services through a secure, branded portal
Your logo, your colors, your domain. Clients only see your brand.
A
Apex Strategy
Welcome, Jane
Get started
- Sign your agreement
- 2Upload your documentsUpload
- 3Book your kickoff call
Your service
In progressStep 2 of 4Documents
- Your own domain
- Your own mobile app
- 256-bit encryption
Deliver your consulting services like a pro
Clients see where the engagement stands without emailing you for an update.
Growth strategyStep 2 of 4
KickoffAuditPlanHandoff
Show where the engagement stands
Strategy deck, v2
ApproveRequest changes
Collect approvals and feedback
- Market_analysis.pdfShared
- Final_report.pdfShared
Hand over deliverables securely
“I love that it's simple to use, easy on the eyes, and just makes so much sense. I set it up quickly, unlike its competitors, and the customer support is fantastic! My clients love it, too!”
Plugged into your stack
18+ native integrations, and an API for everything else.
- CRM, accounting and calendars
- Files land in the right folder
- An open API
What firms say after the switch
“Custom task and client-onboarding templates cut our manual follow-up time by roughly 30%. The intuitive UI and built-in help docs had our team trained in under a morning.”
-30%
manual follow-up time
Hubflo is amazing! The pricing structure is simple. The features they have is second to none. It's so easy to use and set up. Customer support is out of this world. Honestly its brilliant.
The system is not only extremely easy to use, but the support provided from the initial setup through to the ongoing operation of the platform has been outstanding. There is nothing I dislike; the entire process has been made extremely easy.
Ready to upgrade your consulting experience?
Join 2,261+ service firms that run their client work on Hubflo.
Book a demoA client portal is a secure, branded workspace where you and your clients collaborate throughout an engagement. Instead of scattered emails and shared drives, everything lives in one place: files, messages, project updates, contracts, and invoices.