OnboardFlow

Client Onboarding, Automated.

Immigration consultants save 10+ hours per week with automated intake, document workspace creation, and smart reminders.

Start Free Trial
256-bit EncryptionGDPR ReadyTrusted by 50+ Consultants

Sound Familiar?

If you're an immigration consultant, you know the pain.

Drowning in paperwork

Hours spent creating folders, copying templates, and filling in client details for every new case.

Chasing clients for documents

Endless emails and calls just to collect basic documents. Clients forget, you follow up.

Losing track of cases

Spreadsheets, sticky notes, and memory. No single source of truth for where each client stands.

Three Steps to Organized Onboarding

From intake to completion, OnboardFlow handles the heavy lifting.

01

Client Fills Your Branded Form

Share a simple link. Clients submit their details from any device. No accounts needed.

02

Workspace Created Automatically

Google Drive folders with your NDA, agreement, and checklist — all personalized and ready.

03

Track, Remind, Complete

See every client's progress. Send reminders with one click. Nothing falls through the cracks.

Everything You Need

A complete toolkit built specifically for immigration consultants.

Smart Intake Forms

Branded web forms plus Google Forms integration. Capture client info effortlessly.

Auto Workspace Setup

Google Drive folders with templated documents created in seconds, not hours.

Progress Dashboard

Real-time client tracking with checklists, statuses, and completion percentages.

Email & SMS Reminders

One-click reminders for missing documents. Clients stay on track without the nagging.

Role-Based Access

Admin and consultant roles with proper permissions. Everyone sees only what they need.

Activity Timeline

Complete audit trail of every action. Know exactly what happened and when.

OnboardFlow cut my onboarding time from 2 hours per client to 15 minutes. I can't imagine going back.

Sarah M.

Immigration Consultant, New York

Simple, Transparent Pricing

Start free for 14 days. No credit card required.

Starter

For solo consultants getting started

$49/mo
  • Up to 10 active clients
  • 1 consultant seat
  • Intake forms
  • Google Drive integration
  • Email support
Get Started
Most Popular

Professional

For growing consultancies

$99/mo
  • Up to 50 active clients
  • 5 consultant seats
  • Everything in Starter
  • Priority support
  • SMS reminders
Get Started

Enterprise

For large firms with custom needs

Custom
  • Unlimited clients
  • Unlimited seats
  • Everything in Professional
  • Dedicated support
  • API access
Contact Us

Ready to reclaim your week?

Join consultants who save 10+ hours every week with OnboardFlow.

Start Your Free Trial

No credit card required. Set up in 5 minutes.