Base pack features
What the starter pack includes.
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Client dashboard with onboarding checklist
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Request and approval queue
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Document upload and file vault
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Status updates and activity feed
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Admin view for internal teams
Ready-to-go Solution Pack sandbox
Client Onboarding Portal Pack
An interactive sandbox for centralising client onboarding, approvals, documents, updates, and request tracking.
OnboardingApprovalsClient portal
Full-page sandbox
Included
Client dashboard with request status
Included
Approval queue and document handoff
Included
Automated updates for internal and external teams
Open requests
3
Completed
0
Admin saved
22%
Approve onboarding pack
Waiting
Upload signed agreement
In review
Send weekly report
Ready
File vault
Agreement.pdf
Brand-assets.zip
Weekly-report.csv
Activity
Client viewed onboarding pack
Internal note added
0 requests completed
Potential enhancements
Add-ons when the workflow needs more.
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Client permissions and team roles
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E-signature integration
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Invoice or payment milestones
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Automated reminder emails
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Custom reporting exports
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