Create a 5-star onboarding experience from the moment they say yes
Stop losing clients in the gap between "yes" and delivery. Automate intake forms, file collection, contracts & communication for a smooth, fast start.
Your onboarding is the first thing clients experience. Most firms get it wrong.
Between the signed contract and actual work starting, there's a black hole of back-and-forth emails, missing files, and confused clients. It doesn't have to be that way.
Weeks before work actually starts
Info scattered across emails & tools
Clients asking "what's next?"
Bad first impression = churn risk
Everything flows from day one
The moment your client says yes, Hubflo kicks off a seamless onboarding experience. No manual steps, no confusion, just a smooth start.
Everything you need for a smooth onboarding
Assign intake forms & collect what you need upfront
Custom forms with conditional logic. Clients fill them out in their portal. No back and forth emails.
Collect files securely, no more email attachments
Clients upload documents, logos, assets directly to their portal. Everything organized and easy to find.
A branded portal your clients actually love
Every client gets their own workspace with clear next steps, messaging, files and scheduling. All in one place.
The result? Everything just flows.
When onboarding is smooth, your clients trust you more, you start delivering faster, and your business scales without the chaos.
Start working in days, not weeks
Automated onboarding means you collect everything you need before the kickoff call.
Clients feel guided & confident
Clear steps and a branded portal eliminate the 'what now?' anxiety.
5-star first impression
Professional onboarding sets the tone for the entire engagement.