Client onboarding, simplified and streamlined
Replace scattered emails with a clear, structured intake workspace for every client. Organize required materials, track progress, and guide clients from welcome to next steps—all in one place.
Replace scattered emails with a clear, structured intake workspace for every client. Organize required materials, track progress, and guide clients from welcome to next steps—all in one place.
Digitize your client intake for faster, clearer onboarding. Organize every step in one workspace.
Track your client intake performance with real-time, actionable data.
Pricing & plans
Find the right onboarding workspace plan for your business. All options include unlimited client lists, digital intake forms, and workspace templates.
Basic
$19/mo
Ideal for small teams starting digital onboarding. Includes core features and unlimited client lists.
Includes:
Unlimited client lists
Digital intake forms
Workspace templates
Business
$29/mo
For growing teams needing more control. Adds progress tracking, reminders, and priority support.
Everything in Basic +
Progress indicators
Automated reminders
Priority support
Custom intake workflows
Enterprise
$49/mo
For larger organizations with advanced needs. Includes all features plus automation and integrations.
Everything in Business +
Onboarding automation
Advanced integrations
Custom branding
Dedicated account manager
Discover how real teams streamline client onboarding with structured digital lists and clear progress tracking.
![team member portrait [team]](https://cdn.prod.website-files.com/6a240ac1bcdefc78eadc813d/6a240cf4fb74c69c1733af0f_4387304a-5381-4984-9123-819327fe0785.avif)
"Switching to Matavyn Required Lists brought order to our onboarding. Every client step is clear and nothing gets missed."
"We launch projects faster with fewer emails. The organized lists keep our team and clients on track from day one."
"Digital intake forms are easy for clients and our team. Tracking progress is straightforward and transparent."
![[interface] image of a tablet with an educational app (for edtech)](https://cdn.prod.website-files.com/6a240ac1bcdefc78eadc813d/6a240cf4fb74c69c1733aedf_d114ca44-a41b-43fa-a0dd-a703c6b55f2e.avif)
"Our onboarding is now seamless. Clients know exactly what’s required, and the guided process saves us time."
Find solutions for a seamless setup
Begin by signing up and following the onboarding prompts. Each step is clearly outlined for you.
We support credit cards, debit cards, and PayPal. All payments are processed securely.
Reach us by email, live chat, or submit a support ticket from your dashboard. We respond within 24 hours.
You can cancel anytime in your account settings. Your access continues until the end of your billing cycle.
A 30-day money-back guarantee applies to new subscriptions. Refunds are processed within 5-7 business days.
All plans include project tools, team collaboration, and integrations. Advanced options are available in higher tiers.
Still have questions?
Replace scattered emails with a structured digital intake. Launch your onboarding workspace in minutes—no credit card required.
Centralize all required materials in one place
Track onboarding progress with real-time updates
Automate intake and next steps for clients
![[interface] image of a tablet with an educational app (for edtech)](https://cdn.prod.website-files.com/6a240ac1bcdefc78eadc813d/6a240cf4fb74c69c1733af03_09392055-7d16-4f65-97bb-fcf55429cb12.avif)