Client Onboarding for Agencies
Your agency's first impression should not be a messy email chain asking for logins, brand guidelines, and a signed contract. Portico gives your clients one link to complete everything — forms, files, signatures, payments — while you focus on the work.
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.
Forms, file uploads, e-signatures, and payments in a single flow. Clients complete everything in one session — no app downloads, no account creation.
Your logo, your colors, your domain. Even the emails come from you. Clients never see another company's branding.
New client? Full questionnaire. Returning client adding a service? Skip to what's changed. One template handles both.
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
Pre-built with intake questionnaire, asset collection, contract signature, and retainer payment. Customize in 5 minutes.
They get a branded email with a magic link. No account creation, no app download. They click and start.
Auto-save means they can close the browser and come back. Reminders nudge them on incomplete items.
Dashboard shows real-time progress. When everything is submitted, you're ready to start the engagement.
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 TemplateStart free. Send your first branded onboarding in under 10 minutes.
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