Explore structured digital intake solutions designed for efficient client onboarding. Replace scattered emails with organized, ready-to-use workspace frameworks. Streamline your process, track progress, and deliver a seamless experience for every client.
![[interface] image of software interface (for a edtech)](https://cdn.prod.website-files.com/image-generation-assets/68474e87-218e-417e-9ff7-02b5f0359d00.avif)
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
Browse visual previews of our onboarding workspace products. See layouts, features, and structure options designed for efficient client intake.
Transform client intake with structured workspaces.
