Client onboarding portal
- Minutes the form takes one client
- $27.33
- Fields per section
- $6.80
- Optional fields you are asking for anyway
- 12
The numbers on this page come from the inputs you enter and the method stated: 30.44 days to a month, eight hours to a working day, sixty seconds to a minute, and nothing else. No benchmark, no industry average and no assumption about how long your onboarding should take.
A client onboarding portal is what a firm reaches for when the email thread stops working: one place the new client can see what is outstanding, upload what you asked for and stop asking you whether they still need to send the thing they sent last week. Before buying one, it is worth costing the form you would put in it, because most portals inherit whichever intake form the firm already had.
Open the New client intake form Free to use. No account, no card, no trial clock.
Cost the form before you build the portal
The free intake worksheet prices your form in the client's minutes, field by field, and separates the required half from the optional half you are asking for anyway.
Cut the optional half
Every optional field is time a new client spends before they have seen any value from you. The worksheet returns exactly what that half costs, per client and per month.
Then decide what the portal is for
Once the form is short, the portal's job is small and obvious: show what is outstanding and take the uploads. That is a decision you can make on evidence rather than on a demo.
Will it do what you need for Client onboarding portal?
Tell us how your firm onboards a client today and where it stalls; a person who has run this answers.
Client onboarding portal: common questions
Does Kickoffo give the client a login? Not today. The record and the checklist are the firm's; documents and requests are sent and received the way your firm already does it. If a client-facing surface is what you need, say so on the enquiry form.
Why is a shorter intake form worth this much attention? Because it is the first work you ask a new client to do, and the only part of onboarding they experience directly. The worksheet is there to make the cost of it a number rather than an opinion.
Can we keep the uploads somewhere else? Yes. Kickoffo records what was requested, what arrived and when; the files can live wherever your firm already keeps client documents.