Welcome new clients in minutes, not endless email threads

One branded portal where clients complete welcome steps, upload documents, and track progress while you see exactly what's still missing.

Start free See the screens

Takes you to sign-up.

All clients · onboarding

  • Maya Ellison

    Harbor Row Dental

    Waiting: Signed engagement letter

  • Tomas Reyes

    Reyes Landscape Co.

    Waiting: Intake questionnaire

  • Lena Okafor

    Brightpath Tutoring

    Waiting: Pick a kickoff time

  • Priya Natarajan

    Northfield Pediatrics

    Ready

The deal is signed. The next two weeks should not be a paperwork chase.

The old way

  • A welcome email with six attachments nobody opens
  • Documents arrive as photos, in replies, in three different threads
  • You reread a thread to find out what is still missing
  • The client wonders if anyone received their files

With Steadyin

  • One link opens a branded portal with a short welcome checklist
  • Every file is requested by name and lands in one place
  • Your clients list shows what is blocking each person
  • Clients see a progress ring, and know what happens next

What your clients and your team see

For your client

A welcome checklist that tells them what to do next

Clients open one link and see a short list of welcome steps with a progress ring. No account maze, no guessing what is left.

Welcome to Harbor Row

2 of 4 steps complete

  • Confirm your company details
  • Sign the engagement letter
  • Upload last year's tax return
  • Pick a kickoff time

Document collection

Every file requested by name, with a status you can trust

Ask for exactly what you need. Each document moves from requested to received to approved, so nobody wonders if a file arrived.

  • Engagement letter (signed) Approved
  • Bank statement, May Received
  • Prior year tax return Requested
Drop files here or browse

For your team

See every client and what is blocking them

One list shows how far along each client is and the single thing holding them up. Follow up with the right person about the right file.

Harbor Row Dental75%

Waiting on: Signed engagement letter

Reyes Landscape Co.25%

Waiting on: Intake questionnaire

Marchetti Family Bakery62%

Waiting on: Bank statement, May

Built around the first 30 days

Not a heavy implementation suite. Steadyin covers the stretch between signing and starting, and does that one job calmly.

  1. Day one

    Send the welcome link

    The client lands in a branded portal with a short checklist and a clear first step.

  2. First week

    Collect what you need

    Documents and answers come in against named requests, each with a visible status.

  3. Review

    Approve and move on

    You mark files approved, and the client sees their progress ring fill.

  4. Kickoff

    Start the work with everything in hand

    Nothing left to chase. The engagement begins on your schedule, not after another email round.

Questions owners ask first

Who is Steadyin for?

Small agencies, consultants, and professional service firms, including accountants and advisory practices, that collect documents and answers from new clients after a deal is signed.

What do my clients actually see?

A branded portal built around their welcome steps: a short checklist, document requests by name, and a progress ring that shows how far along they are.

How is this different from a big implementation suite?

Steadyin is deliberately small. It covers welcome steps, document requests, and progress tracking for the first 30 days, with nothing else to configure.

Can I see what is missing for each client?

Yes. The clients list shows each client's progress and the one item currently blocking them.

Will it look like my firm?

The portal is built to be branded, so clients feel they are entering your firm and not a third-party tool.

Onboard every client without the email chase.

Set up your first client portal and see exactly what is missing, in one place.

Start free