Client onboarding software for agencies - without building it yourself.
The moment a client signs is when momentum is highest and admin is messiest: brand assets to collect, logins to gather, expectations to set, a kickoff to schedule. Most onboarding software hands you a builder and a hosting plan to assemble it yourself. Forge builds the onboarding flow for you, brands it to your agency, and runs it - so new clients get a clean first experience and your team stops scrambling in Slack for passwords and brand files.
no code · we run the infrastructure · flat monthly pricingDon't configure onboarding software. Get an onboarding flow that just works.
What a Forge onboarding flow does
Collects everything up front
Brand assets, contact details, account access and preferences - in one branded form, not ten emails.
Sets expectations
Timelines, milestones and what happens next, visible to the client.
Hands off cleanly
Everything lands where your team needs it, so delivery starts faster.
Flows into the client portal
Onboarding finishes, the client's portal begins.
learn more →Why agencies use Forge instead of generic onboarding tools
Built for you, not by you
Answer a few questions; we generate and host the flow.
Branded to your agency
Your logo, colors and domain - a first impression that looks like you.
No setup or maintenance
We host and run it; you never touch infrastructure.
Faster kickoff, less churn risk
Less admin drag, faster start, fewer dropped balls in week one.
Flat monthly pricing
Predictable, and it covers both the AI and the hosting.
From signed contract to clean kickoff
Tell us your onboarding steps
What you need to collect and set up for a new client.
We build and brand it
A clean onboarding flow on your domain, in your colors.
We run it
Share the link with every new client; submissions land where your team works.
Frequently asked questions
What is client onboarding software for agencies?
A tool that streamlines welcoming a new client - collecting assets, access and details, and setting expectations - so delivery starts faster and nothing slips. Forge builds and hosts a branded onboarding flow for you.
Do I have to build the onboarding flow?
No. You describe the steps; Forge generates, brands and hosts the flow. No builder to learn, nothing to maintain.
Does it connect to a client portal?
Yes - onboarding can flow straight into a branded Forge client portal so the client experience is continuous.
How is this different from GUIDEcx or Rocketlane?
Those are onboarding platforms you configure and operate. Forge is a managed, agency-specific service that delivers a finished, branded, running flow from a few questions.
Start from a free template
Grab the static version now, or build the live, hosted tool with Forge.
Guides & playbooks
In-depth guides on getting the most from AI and internal tools in your agency.
Compare, learn, decide.
Glossary & calculators
The agency concepts and free tools behind this - plain-English definitions and instant calculators.