Client onboarding use cases
Different agency workflows need different client inputs. These pages show what to collect before work begins.
- Branding Agency Client Onboarding Software
Collect brand briefs, logos, references, stakeholder input, and existing assets through one structured onboarding portal for branding agencies.
- Client Onboarding Software for Freelancers
Collect files, project details, URLs, and credentials through one simple client portal. Spend less time chasing assets and more time doing paid work.
- Marketing Agency Client Onboarding Software
Collect campaign briefs, brand assets, platform access, URLs, and approvals through one structured client onboarding portal for marketing agencies.
- Web Design Agency Client Onboarding Software
Collect website copy, logos, images, hosting access, and project requirements through one client onboarding portal built for web design agencies.
Turn a checklist into a client portal
Kicklayer turns static onboarding steps into a live portal with reminders, file requests, status tracking, and a clean export when everything is ready.
Create your first onboarding portal