Coming soon · Client onboarding
One link. Everything done.
Send clients a single link. They pay, sign the contract, and hand over every file you need, in order, one step at a time.
The problem
Project starts are broken
Chasing invoices, hunting down signed contracts, waiting on files. Before work even begins, you've already lost hours.
Endless follow-ups
One client hasn't paid. Another forgot to sign. A third can't find the brief you sent. Sound familiar?
Scattered tools
Invoice in Stripe. Contract in DocuSign. Assets in a Drive link. Nothing connects. Nothing enforces order.
Delayed project starts
Every day you wait is a day you're not billing. The chaos at the start bleeds into the whole engagement.
How it works
Three steps. Then you start working.
01.
Send the link
One URL. Your client opens it and sees exactly what they need to do, in order.
02.
Client completes each gate
Pay → Sign → Upload. Each step unlocks the next. Nothing gets skipped.
03.
You start work
Everything you need is collected. No chasing. No waiting. Just the work.
What you get
Everything onboarding needs. Nothing it doesn't.
Payment collection
Clients pay before anything else unlocks. No invoice chasing. It's the first gate.
Contract signing
Embedded e-signature. Clients sign before they can upload a single file.
Asset collection
A structured upload portal with clear instructions. No 'I sent it to your email.'
Sequential gating
Each step locks until the previous one completes. The order is enforced by the system, not by you.
Built for
Freelancers and small agencies
This is for you if…
- ✓You have paying clients
- ✓Project starts feel messy and manual
- ✓You use multiple tools for invoicing, contracts, and file collection
- ✓You want onboarding to run itself while you focus on the work
This isn't for you if…
- ✕Hobby projects or personal work
- ✕Enterprise teams with dedicated ops
- ✕Freelancers who haven't landed clients yet
- ✕Businesses that don't need sequential client handoffs
FAQ
Common questions
Early access
Be first in the door
We're building for freelancers and agencies. Join the list and get notified when OneBoarding launches.