Onboarding made effortless

Streamline client intake with organized lists and real-time progress tracking.

Welcome page previews
Intake form cards
Required material lists
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Your onboarding workspace content feed

See workspace updates in real time

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Workspace activity

Track recent workspace changes and actions.
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New submissions

View latest client uploads instantly.
booking process illustration

Progress updates

Monitor onboarding status at a glance.

Onboarding made simple, every time

Digitize your client intake with organized workspaces—no more lost emails or missing documents.

Intake forms, not email threads

Gather all required materials in one place for each project, reducing manual follow-up.

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Workspaces that fit your workflow

Customize layouts to collect, track, and manage onboarding materials with ease.

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Tools that scale with your team

Handle complex onboarding and changing needs with flexible, modular systems.

Intake forms, not email threads

Gather all required materials in one place for each project, reducing manual follow-up.

[background image] image of collaborative meeting (for a game development company)

Onboarding, organized and simplified

Discover how teams streamline client intake

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"With Matavyn Required Lists, our onboarding is structured, clear, and efficient. No more lost emails—everything our clients need is in one place."

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"Centralizing our onboarding materials cut our setup time in half. The workspace is intuitive and keeps every project on track."

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"Collaboration is seamless. Everyone knows what’s required and when, so we avoid delays and keep clients updated throughout onboarding."

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Taylor Brooks
Operations Lead
Jordan Avery
Project Coordinator
Casey Lin
Client Success Manager

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