Client Onboarding Portal for Design Agencies
Portico is a client onboarding portal built for design and creative agencies managing many client projects at once. Each new client gets one white-label link on your own custom domain to complete the brand questionnaire, hand over assets, sign the contract, and pay the deposit. You run the work, not a messy email chain.
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You send a welcome email with 6 things they need to provide. They reply with 2. You follow up. They send 1 more. Two weeks later you're still waiting for their brand guidelines and ad account access.
You sell premium services, then send clients to a Google Form + DocuSign + Stripe invoice. Three different tools, three different experiences, none of them yours.
Which clients have signed? Who still owes a deposit? Did anyone upload their assets? You're checking 4 tools and your inbox to answer questions your dashboard should answer.
Every new client gets the same 12 steps. But you're manually recreating the process each time — or worse, copying a Google Doc and hoping you did not miss a step.
Brand questionnaire, asset collection, contract signature, and deposit payment in a single flow. Clients complete every kickoff artifact in one session — no app downloads, no account creation.
Your logo, your colors, your custom domain. The white-label portal serves from your own URL and the emails come from you, so clients never see another company's branding.
Conditional logic adapts each onboarding: a new client gets the full brand questionnaire, a returning client adding a service skips to what's changed. One template handles every project, and the dashboard shows where each one stands.
Files are encrypted with AES-256 at rest and TLS 1.2+ in transit. A tamper-proof audit trail logs every signature and upload, with GDPR-ready consent flows and one-click data export built in.
Item-specific follow-up: "You still need to upload your brand guidelines and sign the service agreement." Configurable sequences until every step is complete.
Dashboard shows who's done, who's stuck, and what's overdue. Filter by status, assignee, or client. No more checking 4 tools to answer one question.
How it works
The client answers your brand and project questions inline. Conditional logic shows only what applies to the service they bought, so a returning client skips to what's changed.
The client uploads logos, brand guidelines, and creative files, and shares ad-account and platform access against a clear checklist. Per-file approve or reject flags anything missing.
The client reads and signs the service agreement inline with a legally binding e-signature — timestamped and stored with the client record. No separate DocuSign link.
Collect the project deposit in the same flow through Stripe, with payouts direct to your account. The client signs and pays in one session, and automated reminders chase anything still outstanding.
Features
Conditional logic, file uploads, 18+ field types. Show different questions based on service type, client size, or industry.
Contracts and service agreements signed inline. Legally binding, timestamped, and attached to the client record.
Request logos, brand guidelines, ad accounts, and creative assets. Type restrictions, multi-file uploads, per-file approve/reject.
Collect retainers, deposits, or project fees as part of onboarding. No separate invoice needed.
Clients see your brand, not ours. Custom domain, logo, colors — the portal looks like part of your agency's platform.
Track every client's onboarding status. See who's done, who's stalled, and send targeted reminders.
Pre-built with intake questionnaire, asset collection, contract signature, and retainer payment. Customize it in 5 minutes.
Use the Agency TemplateNo credit card required. Cancel anytime.
Start free. Send your first branded onboarding in under 10 minutes.
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