The clients who feel taken care of are the ones you onboarded properly. Work through this checklist, edit it to fit how you run projects, and keep it for every new client. No signup, no catch.
No signup. Your checklist stays in your browser and is never saved anywhere.
This is the checklist. FileCurrent actually does the steps: sends the contract, collects intake, and invoices the deposit.
FileCurrent handles the moving parts of onboarding: send the contract for signature, collect intake details in a form that creates the client record, invoice the deposit, and give the client their own portal, all in one place.
$15/month or $129/year. No credit card required.
Related reading: the client onboarding process, the full onboarding checklist guide, and the intake form builder.