Client Onboarding Portal
Streamline the client onboarding process with a client onboarding portal, allowing you to gather documents, collect signatures, and manage new client data securely.
What is a Client Onboarding Portal?
A client onboarding portal is a digital platform designed to simplify and streamline the process of onboarding new clients. This portal allows businesses to collect necessary documents, signatures, and client information in a secure and organized manner. By automating the onboarding process, businesses can ensure that clients have a smooth experience from the start, reducing administrative work and improving the overall client experience. Client onboarding portals offer secure data collection, document sharing, and real-time status tracking, ensuring compliance with regulatory standards such as HIPAA or GDPR. Customizable workflows help tailor the portal to the specific needs of your industry, allowing businesses to manage the entire client onboarding lifecycle efficiently.
Why Use a Client Onboarding Portal?
Secure File Sharing
Quick and simple file sharing to enable your clients to securely upload and download files.
Real-time Messenger
Communicate with your clients effectively using your own real-time messenger.
Custom Branding
Build up your brand by customizing your portal using your own colors and logos.
Secured with Encryption
All files, messages, and user data is encrypted in transit and at rest with bank-grade encryption.
The Best Price
Foyer is affordable with our standard plan being just $19 per month per internal user.
Sign Files
Get your client's signatures quickly using DocuSign, the industry-leading eSignature solution.
Email Notifications
Get notifications via email for file uploads and unread messages so you never miss any client activity.
Folder Organization
Organize your client's files in folders using an easy-to-use interface. Just drag and drop.
Frequently Asked Questions
How can a client onboarding portal improve the client experience?
A client onboarding portal simplifies the process by allowing clients to securely upload documents, complete forms, and sign contracts digitally. This reduces the amount of paperwork and eliminates the need for multiple back-and-forth emails, providing a more efficient and organized onboarding experience for clients.
Can I automate tasks using a client onboarding portal?
Yes, onboarding portals allow you to automate repetitive tasks such as sending reminders for incomplete forms, tracking client progress, and notifying staff when a new client has submitted all required documents. Automation helps reduce administrative workload and speeds up the onboarding process.
What industries benefit from using client onboarding portals?
Client onboarding portals are widely used across industries such as financial services, legal, real estate, and healthcare. These industries require the secure collection of sensitive information and documents from new clients, making the onboarding process smoother and more efficient.
Learn more about our features
Secure File Sharing
Quickly and securely exchange files with your clients in your company's own custom branded client portal. All files are encrypted at rest and in transit. All you have to do is drag-and-drop.
