Onboarding Portal

One shared home base, not a status-update inbox

Clients and your team see the same phase timeline, the same task list, and the same progress — in real time, with nothing to forward or explain.

Every client gets a portal scoped to their own onboarding — a phase timeline showing what's done, what's active, and what's next, plus a task checklist split between what your team owns and what the client owns.

Stakeholders who don't need a full login can still check status and complete their tasks from a tokenized link — no account setup required.