Client onboarding portal

Onboard every new client in days, not weeks

One branded portal for welcome steps, document uploads and live progress, so clients know what's next and you stop chasing.

Create my portal I already have an account

Takes you to sign-up.

Harlow & Finch Dental Welcome portal
50%

Welcome aboard, Dana.

Two of four steps are done. You're halfway there.

  • Sign the welcome letter
  • Share your brand guidelines
  • Upload last year's tax return
  • Book your kickoff call

Next step

Upload last year's tax return. It takes about a minute.

Upload file

Welcome workflow

A first week your clients can follow without asking

Build a welcome checklist once: sign the letter, share brand files, book the kickoff. Each client opens a branded page that shows what is done and what comes next.

75%

Three of four steps done

Next: book your kickoff call.

Document collection

Ask for files once. See exactly what is missing.

Every request has a status: requested, received or approved. Clients upload straight into the portal, so nothing hides in an attachment thread.

Signed engagement letter
Approved
Last year's tax return
Received
Brand guidelines (PDF)
Requested

Progress tracking

Every active client, one calm list

See who is in welcome, documents or review, and how far along each client is. Answer "where are we?" by pointing at the page.

Tidewater Legal Group

Review

80%

Alder Peak Coaching

Documents

55%

Marlow Cycle Co.

Welcome

15%

Onboarding should feel like a handshake, not a scavenger hunt.

The inbox way

  • A welcome email with six attachments and no order
  • Files arriving by reply, text and shared drives
  • A weekly "where are we?" thread with every client
  • Nobody sure which form is still missing

The Gangway way

  • One branded link with a checklist in the right order
  • Uploads land in the portal, filed under the client
  • Progress shows on the page, updated as steps finish
  • Each request is marked requested, received or approved

How it works

From signed deal to kickoff, in one thread of progress

Built for small teams at agencies, consultancies and professional-service firms. No implementation project required.

  1. Set up your welcome workflow

    Choose the steps every new client goes through and add your name and look.

  2. Invite the client

    Send one link. The client sees a short checklist and the next step to take.

  3. Collect what you need

    Documents come in through the portal and each request shows its status.

  4. Watch progress, then kick off

    The percent complete updates as steps finish, so you start work with everything in hand.

Questions owners ask first

Who is Gangway for?

Owners and ops leads at agencies, consultancies, accounting, legal and coaching firms who onboard several new clients a month and lose time chasing forms and files.

Do my clients need an account to use the portal?

Clients open a branded page you send them and follow the checklist from there. You sign up for your own account to build workflows and track progress.

How is this different from a big implementation suite?

Gangway is built to be calm and quick to set up for small teams. You make a welcome checklist, ask for documents and watch progress, without a long rollout.

Can I see what is still missing from a client?

Yes. Each document request is marked requested, received or approved, and each client shows a percent complete.

Welcome your next client aboard, without the chasing.

Set up a welcome workflow and send your first portal link.

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