Solution
A client portal for agencies, with no login
One branded magic link your client follows from signing to fully set up. No account, no password, no five-tool scavenger hunt. And you see exactly where each client is stuck.
Why most client portals lose clients
The usual "portal" forces your client to create yet another account before they can do anything. Every login is a place they stall. Meanwhile the actual onboarding is scattered: a contract in one tool, a payment link in another, an intake form in a third, uploads in a fourth. Things fall through the cracks and the momentum you earned by winning the deal quietly drains away.
One link, the whole flow
OnboardHive puts the entire onboarding into a single magic link:
- Sign the agreement with an audit trail.
- Pay the deposit.
- Intake, the questions you need, staged so they actually get answered.
- Access, guided steps for the client to grant accounts and permissions.
- Upload brand assets and files.
The same link began life as a tracked proposal. When the client said yes, it became this portal, no new link, no new login. See how proposal tracking works.
See exactly where they're stuck
Unlike a passive portal, OnboardHive shows you an onboarding stall heatmap: a one-glance verdict on whether each client is moving, slowing, or stuck, and on which step. Automatic reminders nudge stalled clients so you do not have to chase. It is the difference between hoping onboarding is going fine and knowing.
Built for agencies, not enterprises
Enterprise portals (Copilot, SuiteDash, Moxo) are heavy, login-gated client-management suites. OnboardHive is deliberately light: zero-friction for the client, white-label for you, and priced for small studios, free to start, $19/mo, or $149.89 once for Lifetime.
Client portal FAQ
What is a client portal for agencies?
A client portal is a single branded space where your client completes everything onboarding requires, signing, paying, filling intake forms, granting access, and uploading files, instead of chasing it across email and Drive links.
Do clients need to create an account or password?
No. OnboardHive uses one magic link per client. No signup, no password to remember. Onboarding portals can be password-protected when the work is confidential, and new clients are protected by default.
How is this different from Copilot, SuiteDash, or Moxo?
Those are login-gated portals built for ongoing client management. OnboardHive is a zero-friction, magic-link portal that starts as a tracked proposal and flips into onboarding the moment the client says yes, built for small agencies, not enterprise suites.
Can I white-label the portal?
Yes. Paid plans remove the OnboardHive badge and let you brand the portal as your own. Lifetime ($149.89 one-time) includes full white-label forever.
Give clients a portal they'll actually finish.
No login for them. Full visibility for you. Free, no card.
Start free →