AC
Agency Client Portal

Client Onboarding portal for agencies

Start every client project with the right details in place.

Clear intake

Collect the service, project goal, timeline, assets, and notes in one structured onboarding flow.

Faster review

The team gets a readiness summary, missing items, next action, and suggested follow-up before making a decision.

Simple approval flow

Clients can see whether the agency approved or rejected their onboarding request without any extra checkout step.

How Onboarding Works
1

Submit onboarding details

2

Get an AI readiness review

3

Wait for admin decision