Client Onboarding for Consultants
You sold the engagement. Now you need the signed SOW, project brief, stakeholder contacts, deposit payment, and system access — before you can start the work. Portico collects it all in one branded link your clients actually complete.
The contract is verbal, but the SOW is not signed, the deposit is not paid, and you're still waiting for the project brief. Two weeks of back-and-forth before billable work begins.
You charge premium rates, then send clients a Google Form and a Stripe payment link. The intake experience undermines the expertise you just sold.
New client, same 8 questions. But you're drafting a fresh welcome email, attaching the SOW manually, and tracking what's outstanding in your head or a spreadsheet.
Has the SOW been signed? Did they pay the deposit? Did they fill out the project brief? You're checking three tools and your inbox to answer questions a dashboard should answer.
Project brief, stakeholder details, SOW signature, and deposit payment — clients complete everything in a single branded flow. No app downloads, no account creation.
Your logo, your colors, your domain. Clients see a polished, professional intake — not a patchwork of free tools.
Strategy projects need different briefs than implementation engagements. Retainer clients skip the project scope section. One template adapts to all.
Item-specific follow-up: "We still need your signed statement of work and project brief." No manual chasing, no awkward reminder emails.
See every client's onboarding status at a glance. SOW signed, deposit paid, brief submitted — or what's still outstanding.
How it works
Pre-built with project brief, stakeholder contacts, SOW signature, and deposit collection. Customize for your practice in 5 minutes.
Your client gets a professional welcome email with a magic link. No account needed — they click and begin.
Auto-save means they can close the browser and come back. Reminders handle incomplete items automatically.
Dashboard shows real-time progress. When everything is submitted, signed, and paid — you begin.
Features
Conditional logic adapts questions per engagement type. Strategy, implementation, retainer, advisory — one template handles all variations.
Statement of work signed inline. Legally binding, timestamped, stored with the client record. No separate DocuSign subscription.
Collect project deposits or first retainer payments as part of onboarding. Clients sign and pay in the same session.
Your logo, colors, and custom domain. Emails come from your brand. The intake matches the quality of your consulting.
After onboarding, clients access a branded portal with their submitted information, signed documents, and shared resources.
Track every client's onboarding status. See who's ready to start, who's stalled, and send targeted reminders.
Pre-built with project brief, stakeholder contacts, SOW signature, and deposit collection. Customize it in 5 minutes.
Use the Consultant TemplateStart free. Send your first branded onboarding in under 10 minutes.
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