Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Client onboarding with monday.com
Create a client onboarding
portal with monday.com
Keep managing onboarding in monday.com while giving every client
a dedicated place to complete tasks, provide information,
upload documents and follow their progress.
Want to see it in action?
Explore demo portals
Client onboarding
Give clients one place to get started
Onboarding tasks
Show clients what comes next
Share onboarding steps, deadlines and next actions without exposing the internal boards and processes your team uses in monday.com.
Information and documents
Collect information and documents
Let clients provide required details and upload requested documents directly through their client onboarding portal.
Progress and updates
Keep onboarding transparent
Show statuses, completed steps and upcoming actions so clients can follow their progress and always know what happens next.
Connected workflow
Keep monday.com internal and give clients their own experience
Your team continues managing clients, tasks and onboarding processes in your monday.com workspace. Client Portal Builder for monday.com turns relevant monday.com data into a separate client experience without duplicating the workflow in another system.
Client onboarding examples
Perfect for teams onboarding clients with monday.com
Use Client Portal Builder with any monday.com product. Build client onboarding portals around workflows managed in monday work management, monday CRM, monday dev or service.
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Collect identity documents, employment history, qualifications and other required information from each client during onboarding.
Request tax documents, company information and signed forms while keeping each client’s onboarding requirements in one place.
Collect project briefs, site information, drawings, agreements and other required documents before moving each new client into active project planning.
Share kickoff steps, request background information, collect agreements and guide clients through the next stages of their onboarding process.
Collect briefs, files, approvals and account details before moving each new client into active service delivery and ongoing collaboration.
Collect property details, client information, required documents and signed agreements before moving each client into active service or transaction.
How it works
Build the onboarding experience
around your existing boards
1. Connect client data
Use your Clients Board and the boards that already contain onboarding tasks, documents or other client information.
2. Control client access
Choose which onboarding information, tasks and files each client can see or edit directly through their portal.
3. Invite each client
Give each client secure portal access while your team continues managing the onboarding process internally in monday.com.
External client access
When sharing a monday.com board is not enough
Shareable Boards and other monday.com collaboration options can work well when you want to share a monday.com board with external users or guests who should participate directly in a board inside your internal workspace.
A dedicated onboarding portal is useful when clients should instead see a simpler experience containing only the actions and information relevant to them.
Separate client experience
Keep your internal workspace internal
Give clients a dedicated interface without requiring them to navigate the boards your team uses internally.
Client specific information
Show each client what matters to them
Connect portal content to individual clients so they only see the onboarding information relevant to them.
Connected workflows
Bring information together in one place
Combine tasks, files, account information and other relevant data from your monday.com workflow in one client portal.
No monday.com accounts
Give clients separate portal access
Clients can sign in to their portal without becoming users of your monday.com account or accessing your workspace.
Beyond onboarding
Keep supporting your clients after onboarding
Project updates
Keep clients informed about progress, milestones, upcoming work and important status changes throughout active delivery and ongoing client collaboration.
Client approvals
Give clients a clear place to review work, leave feedback and approve deliverables or next steps throughout the project and delivery process.
Client documents
Share reports, files and completed deliverables while giving clients one place to access important documents throughout the project.
Account information
Keep contacts, agreements, account details and other important client information available throughout the ongoing relationship.
Example
Turn monday.com boards
into a client onboarding portal
See how internal onboarding data in monday.com can be turned into
a simpler, more focused client experience with Client Portal Builder.
Questions and answers
Frequently asked questions for client onboarding
Find answers to common questions about using monday.com and Client Portal Builder for client onboarding, including client access, visibility, document uploads and editable portal content.
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Yes. You can manage clients, onboarding tasks, statuses, deadlines and related information in monday.com. Client Portal Builder adds a dedicated external portal where clients can access the parts of that workflow relevant to them.
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Do clients need a monday.com account?
No. Clients access their portal separately and do not need to be users of your monday.com account.
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Can each client see different onboarding information?
Yes. Portal content can be connected to individual clients so each client sees the information, tasks and content relevant to them.
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Can clients upload documents during onboarding?
Yes. File columns can be made editable so clients can upload requested documents directly through their portal.
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Can clients update information in the portal?
Yes. Supported monday.com columns can be made editable where you want clients to provide or update information.
Client Portal Builder for monday.com
Turn your monday.com workflow into a client onboarding portal
Give clients a dedicated place to complete onboarding steps, provide information and upload documents while your team keeps managing the entire process in monday.com.
