Encrypted uploads
TLS in transit, AES-256 at rest. Uploads go straight to your portal, not your inbox.
Stop chasing clients. Try OnboardMap free.
Stop chasing clients for discovery docs and contracts.
Send one link. Clients fill discovery forms, upload contracts, share KPI docs, and complete every intake step, automatically tracked. Aligned before the first call.
One link for discovery forms, contracts, and KPI docs. Be aligned before the first strategy call.
- Collect discovery questionnaires and goal documents upfront
- Request signed contracts and SOWs in one portal
- Automatic reminders so engagements start on time
- Collect discovery forms and goal docs
- Request contracts and SOWs upfront
- Automatic reminders, start on time
Free forever. No credit card.
Security first
Built for sensitive client documents.
Every upload is encrypted. Every link expires. Every access is logged. Your clients’ data stays out of email, and out of the wrong hands.
Expiring magic links
Each client gets a unique link that expires and can be revoked or regenerated any time.
Role-based access
Control who on your team can view, edit, or approve each onboarding.
Activity visibility
Every upload, view, and edit is logged. You always know who did what, and when.
Files out of email threads
No attachments in threads, no forwarded PDFs. Documents live in one auditable place.
TLS 1.3 in transit • AES-256 at rest • Least-privilege access • Audit log per onboarding
New Engagements Stall Before They Start
You close a new consulting client and need discovery questionnaires, signed contracts, KPI documents, and access to existing reports. Requests scatter across email and calls. The first strategy session gets pushed back because you're still missing context.
New clients signed, but first calls get pushed back chasing discovery forms, contracts, and KPI docs across email and calls.
Sound familiar?
Inbox
47 unread
Sarah Chen2m ago
Re: Re: Re: Still need the W-9
Mark Thompson18m ago
what documents do you need from me?
Lisa Park1h ago
Documents we talkded about
James Rivera2h ago
Re: Onboarding next steps
Katie Walsh3h ago
Can I just send everything in one email?
David Nguyen5h ago
Re: Re: Quickbooks access
Amy FosterYesterday
Is this the right format??
The fix
One Portal. Fully Aligned From Day One.
OnboardMap gives each consulting client a single portal with their intake checklist: discovery forms, contract uploads, KPI documents, and access requests. They see exactly what's needed. You see exactly what's done.
One portal for discovery forms, contracts, KPI docs, and access requests. Clients see what's needed. You see what's done.
Client Portal
Status
In progress
Due
Apr 15, 2026
3 of 4 steps complete
75%
Welcome & Engagement Letter
Filer Information
Prior Year Returns
Income Documents
1. Create a map
Start from a template, then add tasks, forms, uploads, due dates, and owners.
2. Send one link
Clients open from email and complete every step in one portal.
🚀 No login required
3. Track progress
See what's done, what's blocked, and who's holding things up. Automatic reminders included.
Consulting Client Onboarding, Before vs. After
Before
- Emails chasing discovery questionnaires and goal docs
- Contracts and SOWs lost in email attachments
- No idea which clients completed intake forms
- First strategy call lacks critical context
- Engagements delayed by missing information
- You look unprepared to high-value clients
- Chasing discovery forms across email
- Contracts lost in email threads
- No idea who completed intake
- First calls lack critical context
- Engagements delayed by missing info
- You look unprepared
After
- One link with every document and form request
- Discovery forms and contracts uploaded to one portal
- Real-time status: completed / waiting / missing
- Goals and KPIs documented before the first meeting
- Automatic reminders before engagement start dates
- First call is strategic, not administrative.
- One link with every intake request
- All docs uploaded to one portal
- Automatic reminders before kickoff
What you get back
Less admin. Faster kickoff. Cleaner cash flow.
The payoff of client onboarding that actually finishes.
Faster kickoff
Clients finish intake in days, not weeks. You start billable work sooner.
Less admin time
Reclaim the hours you spend chasing missing docs, re-sending forms, and answering "what do you need from me?" emails.
Fewer dropped balls
Real-time status means nothing sits in someone’s inbox for two weeks.
Better client experience
One clean link. A checklist they can follow. No logins, no confusion, no "did you get my email?"
Faster revenue recognition
Projects start on time, so invoices go out on time. Fewer stalled engagements, cleaner cash flow.
Built for any team that onboards clients.
Bookkeeping & Accounting
Tax docsbank recordsW-9sintake forms
Automate the same intake every season. Fewer follow-ups. Faster starts.
Marketing Agencies
Brand assetsaccountsapprovalsstyle guides
Get credentials and approvals fast. Start projects sooner.
MSPs & IT Services
Device inventoriescredentialssecurity forms
Collect access and inventories before day one. Fewer delays waiting on admin access.
Consultants
Discovery formscontractsgoalsKPIs
Align on goals before the first call. Clear next steps and owners.
Other Client Service Teams
Legalrecruitingreal estatefractional ops
If you onboard clients, this fits. One link. One checklist. Full visibility.
Everything You Need to Onboard Clients Fast
Owners + due dates
Assign onboardings to staff. Set due dates. Track status.
Intake forms
Build questionnaires with the fields you actually need.
Automated follow-ups
Nudges go out on your schedule. No manual chasing.
Real-time status
Done, waiting, or blocked, with clear owners at a glance.
Branded client portal
Your logo and colors. A polished client experience.
Reusable templates
Build once, run it every season or every new client.
Client messaging
Chat with clients in the portal, attachments included.
Widgets + Webhooks
Embed forms, push events to your stack in real time.
Activity log export
Download a timestamped audit trail for compliance.
Why not just use email + Drive + Forms?
Because that’s what’s breaking now.
Here’s what changes when client onboarding lives in one place instead of six.
What you’re trying to do
Email + Drive + Forms
OnboardMap
Collect documents
Files scattered across inboxes, threads, and attachments.
One portal. One checklist. Every file tagged to a request.
Know what’s missing
Scroll through email and guess.
Real-time status: done, waiting, blocked.
Client experience
Confusing email chains, broken form links, "forgot your password?" loops.
One link. Zero logins. Step-by-step.
Security
Docs live in inboxes forever, easy to forward or leak.
Encrypted uploads, expiring links, activity logs.
Reminders
You nag, manually, and hope.
Automatic nudges on the schedule you set.
Team handoff
Nobody else on your team can find anything.
Team access with roles and clear owners.
PM tools vs OnboardMap
Does this replace Asana, Notion, or Monday?
No. Those are internal PM tools for your team. OnboardMap is the client-facing layer that runs before the project starts, so by the time work lands in your PM tool, you already have the docs, forms, and access you need.
Client checklistDocument requestsIntake formsMagic links
Your team's tasksProject boardsInternal notesReporting
Free Download
Free Onboarding Checklist for Consultants
The 10 items every consultant needs from new clients , discovery forms, contracts, KPIs, stakeholder lists, and more.
- Discovery questionnaires
- Signed contracts and SOWs
- KPI and success metric docs
- Stakeholder and org chart info
Consultant Onboarding Checklist
Task Owner Status
Discovery questionnaire Client Uploaded
Signed contract / SOW Client Done
KPI documents Client Waiting
Stakeholder list Client Waiting
Access to dashboards Client Waiting
Start Onboarding Clients Today
Send one link. Track everything. Start billable work sooner.
Free forever. No credit card required.
Simple Pricing. No Surprises.
Start free with 3 onboardings/mo. Upgrade when you need more.
Starter
For solo operators
$29
/month
Includes
- 15 onboardings per month
- 10 GB file storage
- Request files + secure uploads
- Intake forms + questionnaires
Pro
For growing teams
$79
/month
Includes
- 50 onboardings per month
- 100 GB file storage
- Assign onboardings to team
- Add due dates
Max
For established firms
$179
/month
Includes
- 200 onboardings per month
- 500 GB file storage
- Webhook support
- Priority support
Don't want to build it yourself?
White-Glove Setup
Delivered in 3 business days. Includes 1 revision.
- Custom template for your exact process
- Branded portal (logo + colors)
- Up to 3 intake forms from your docs
- Kickoff call + walkthrough
Send us your current checklist and branding. We handle the rest.
Free plan includes 3 onboardings per month. Paid plans offer higher limits. No credit card required to start.
Can I collect discovery questionnaires through OnboardMap?
Yes. Use built-in intake forms to create discovery questionnaires, goal-setting worksheets, and any structured form your consulting process requires. Clients fill them out directly in their portal.
Do my consulting clients need to create an account?
No. Clients access their portal via a magic link sent by email. No signup, no password, no app to install. They click the link, see their checklist, and start completing steps immediately.
Can I collect signed contracts and SOWs?
Yes. You can request any document by name, signed contracts, SOWs, NDAs, and more. Clients upload directly to their portal. Files are encrypted in transit and at rest.
Can I request access to client systems or reports?
Yes. Add tasks with instructions for granting access to dashboards, analytics platforms, or shared drives. Track completion status in the portal so you know exactly what's been granted.
What counts toward my onboarding limit?
Every onboarding you create counts toward your monthly limit. On the free plan, you get 3 per month. On paid plans, you get higher limits. All limits reset each billing period. There’s no cap on total clients, only onboardings created.
Can I brand the portal with my consulting brand?
Yes. Every plan includes a branded portal link. On Pro and Max plans, you can customize your logo, brand colors, for a fully white-labeled client experience.
Does this replace my CRM or project management tool?
No. OnboardMap is the client-facing portal you send before consulting work begins. It complements HubSpot, Salesforce, Notion, or whatever your team uses internally.
Can I export collected data and documents?
CSV export is available on all plans. You can download all uploaded files at any time. Zapier and webhooks are planned, tell us what you need and we'll prioritize.
Ready to onboard your next client?
Create your free account and send your first onboarding link in minutes.
3 free onboardings every month. No credit card required.
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