Client onboarding
A shared checklist that takes each new client from signed to live, documents included.
Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.
The work it's for
Each client gets checklist steps and document requests; the client sees and ticks off the ones that need them; the team moves clients from new to live. Used by your team and your clients.
- Take each new client from signed to live with one shared checklist
- Ask clients for documents and see what's still missing
- Know which clients are onboarding and which are live
Try it. It's working software.
The real app with sample data, shown for a bookkeeping firm. Switch roles (Owner, Our team, Client) to see what each person sees. Nothing you do here is saved.
What it does today
Only what the app does right now. It works in any phone's browser, and every version is saved.
- Each new client gets a checklist of steps and the documents you need from them.
- The client logs in, sees what's waiting on them, adds a link to the document and ticks it off.
- Your team moves the client from new to onboarding to live.
- A view for each person: Our team and Client each see the screens and steps meant for them.
- Clients move through clear steps: New → Onboarding → Live.
- Checklist move through clear steps: To do → Done.
Make it yours.
Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.
Change how it works, not just how it looks.
The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.
Changes you can ask for
- “Email the client when a new step needs something from them”
- “Remind the client two days before a step is due”
- “Add an onboarding fee and a Paid checkbox to each client”
- “Show each client how many steps are left”
One app in your Matrixcape workspace, not a separate subscription.
Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for law offices, insurance brokers, payroll services too.
Customize this uses no build credits.
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