ABOUT US
Our mission, story, and values

Onboarding made simple, every time

Jordan Avery
•
Operations Lead
•
June 2026
[interface] image of a tablet with an educational app (for edtech)

Consistent onboarding, every time

Replace scattered emails with a unified digital intake. Our platform organizes onboarding steps, required materials, and progress in one clear workspace.

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Clarity, structure, reliable progress

We focus on transparency and efficiency, ensuring every onboarding step is tracked and every requirement is clear for your team and clients.

See values
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Guided steps, clear next actions

Clients move from welcome to completion with step-by-step guidance. Every required item is tracked, and next steps are always visible.

How it works

Key metrics

Results that drive onboarding success

750K

Clients onboarded

Digital intake for modern businesses

1.2M

Forms completed

Streamlined processes at scale

95%

Completion rate

Reliable onboarding, every project

Workspace gallery: onboarding in focus

See our process, step by step

[interface] image of software interface (for a edtech)
image of colleagues in a meeting room setting (for a b2b saas)
[digital project] image of case file on a tablet (for a legal tech)
Our team

Experts in onboarding workspaces

Meet the professionals who streamline your client onboarding. Our team brings clarity, structure, and efficiency to every workspace setup, ensuring a seamless experience from start to finish.

Alex Rowan
Client Success Lead
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Taylor Reed
Workspace Specialist
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Jordan Avery
Onboarding Coordinator
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Riley Sutton
Implementation Manager
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Casey Lin
Process Designer
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Morgan Blake
Support Advisor
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What our clients say

Onboarding made simple, every time

Taylor Kim
Operations Lead, Matavyn Required Lists

"Our onboarding is now streamlined and clear."

image of customer reviewing product design [interface]
Jordan Avery
Project Manager, Matavyn Required Lists

"The intake process is fast and organized."

Morgan Ellis
Client Success, Matavyn Required Lists

"We save hours each week on setup."

Riley Shaw
Implementation, Matavyn Required Lists

"All client materials are in one place."

Alex Quinn
Workflow Specialist, Matavyn Required Lists

"No more lost emails or missing details."

image of students collaborating on a project (for a edtech)
Sydney Lane
Business Analyst, Matavyn Required Lists

"Onboarding is faster and more consistent."

Start your onboarding transformation

  • Simplify intake with structured workspaces.

  • Ditch email chaos for clear steps.

  • Lead clients through every requirement.

Get started
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