Client onboarding portal

Minutes the form takes one client

$27.33

Fields per section

$6.80

Optional fields you are asking for anyway

12

The numbers on this page come from the inputs you enter and the method stated: 3,600 seconds to an hour, 52 weeks to a year, twelve months to a year, and nothing else. No industry shrinkage figure, no occupancy benchmark and no assumption about your attrition; every one of those is yours to enter.

A client onboarding portal is what a firm reaches for when the email thread stops working: one place the new client can see what is outstanding, upload what you asked for and stop asking you whether they still need to send the thing they sent last week. Before buying one, it is worth costing the form you would put in it, because most portals inherit whichever intake form the firm already had.

Open the New client intake form Free to use. No account, no card, no trial clock.

Cost the form before you build the portal

The free intake worksheet prices your form in the client's minutes, field by field, and separates the required half from the optional half you are asking for anyway.

Cut the optional half

Every optional field is time a new client spends before they have seen any value from you. The worksheet returns exactly what that half costs, per client and per month.

Then decide what the portal is for

Once the form is short, the portal's job is small and obvious: show what is outstanding and take the uploads. That is a decision you can make on evidence rather than on a demo.

Will it do what you need for Client onboarding portal?

Tell us how your team plans its staffing today and where the number gets argued; a person who has built one answers.

Send the question

Client onboarding portal: common questions

Does Kickoffo give the client a login? Not today. The record and the checklist are the firm's; documents and requests are sent and received the way your firm already does it. If a client-facing surface is what you need, say so on the enquiry form.

Why is a shorter intake form worth this much attention? Because it is the first work you ask a new client to do, and the only part of onboarding they experience directly. The worksheet is there to make the cost of it a number rather than an opinion.

Can we keep the uploads somewhere else? Yes. Kickoffo records what was requested, what arrived and when; the files can live wherever your firm already keeps client documents.

Orgplanly Pro

Keeping what you make

The worksheet answered today's question. Pro keeps the answer: the plan you just worked saved against the team it belongs to, re-opened at the next review instead of rebuilt, branded and exported for the budget meeting.

• Download the finished checklist or intake form as a file the client accepts
• The paperwork goes out clean, without the Kickoffo watermark
• Re-use the checklist for the next client instead of rebuilding it
• Your firm's logo on every checklist and form you send
• Export every client's onboarding at once when the account review or the buyer asks
• Send the plan for review from the record, not a spreadsheet
• Not part of Orgplanly today; your billing stays where it is
• Not part of Orgplanly today; your ledger stays where it is

$90per month, whole team

Start Orgplanly Pro Pricing

Orgplanly Pro renews monthly at $6.50 per user per month until you cancel; the price and renewal terms are shown before checkout.