ClientRail
Client onboarding on rails.
The client says yes — then come three weeks of chasing documents, re-sending forms, and improvising the kickoff. ClientRail gives every new client a branded portal with a checklist that chases itself, and a kickoff that starts the moment the last item lands.
- 01One portal per client — contracts, forms, uploads, payment, all in one checklist.
- 02Reminders run themselves — polite, escalating nudges until every item is in.
- 03Kickoff automation — tasks created, call scheduled, welcome sequence sent. Delivery starts without you.
IN DESIGN · BUILD STARTS AFTER QUOTESNAP
Welcome, Anna — Studio Nova
BRAND IDENTITY PROJECT · ONBOARDING
3 / 5 DONE
CLIENT VIEW · STUDIO-BRANDED
RUNS UNATTENDED ●
WHY THIS PRODUCT
The system we scope most often — productized.
Founder-dependent delivery is the most common result of our leverage diagnostic, and onboarding is where it starts: document chasing, repeated emails, improvised kickoffs. We've built this as a custom system enough times to know it should exist as a product — for consultants, agencies, and professional practices.
See if it's your bottleneck too — run the diagnostic →"Just following up on the documents…" ×6, kickoff three weeks late, delivery waiting on the founder's inbox.
Portal chases the checklist, kickoff schedules itself, tasks appear in your project tool — the founder shows up to a kickoff that's already prepared.
- Consultants
- Agencies & studios
- Legal & accounting
- Architecture & design
Still chasing documents by hand?
Join the waitlist — or have us build the custom version for your practice now.