One magic link takes every client from proposal to fully onboarded: sign, pay, intake, and upload, with open-tracking, AI, and your branding built in. No logins for them. No chasing for you.
⬡Free tier · no card · onboard your first client today
the whole flow in 90 seconds · one link, from first hello to fully onboarded
See every open, active read-time, and re-open the moment it happens, so you follow up at exactly the right time. Never too early, never too late.
One magic link walks each client through sign, pay, intake, and upload at their own pace. No logins, no back-and-forth email.
A live stall radar shows exactly where a client is stuck, and AI turns their intake answers into a ready-to-use kickoff brief in one click.
Your name, your colour, your branded portal. Lock anything confidential behind a password only your client knows.
One private magic link is born. Nothing for your client to install or sign up for.
Your client completes each step right in the browser while you watch progress live.
Signed, paid, intake done, assets in. You're live, with zero chasing.
your client clicks one URL the entire time · onboardhive.com/c/their-link
Point every client's uploads and your proposal PDFs at your own Google Drive — we keep nothing but a link, so your documents never live on our servers. Prefer we handle it? Our encrypted storage is the default. Either way it's minimal-permission (we only ever touch folders we create), and you can export or delete everything, anytime.
Never. Each client gets one private tokenized link. They open it, read the proposal, and later complete onboarding, all in the browser, no signup, no password. The easier it is for them, the faster you get paid and started.
When your client opens their link we log the open, measure active read-time while the page is in focus, and record every return visit. If they re-open a version after going quiet, you get an instant re-open alert. That's the strongest buying signal there is.
The same URL becomes a branded onboarding portal: sign the agreement, confirm the deposit, fill the intake, grant access, upload assets. One link, the whole relationship.
We meter what you finish, not what's in flight. Onboardings in progress are unlimited on every plan. Free includes 3 completed onboardings total, Pro 20 a month, Scale unlimited. See the pricing page for the full breakdown.
Set up your first client link in minutes. Track the proposal, then onboard the client through the same link.
free tier · no card · cancel anytime