Automate client onboarding for more profitable projects

Automate client onboarding for more profitable projects

Automate client onboarding for more profitable projects

  • Create checklists for clients

  • Automated follow up emails for tasks

  • Simple intake forms and file collection

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Woman with a headset
Woman with a headset

See ClientSquare in action

3 minute demo

Everything you need to help clients complete tasks faster

Keep your projects on schedule.

1. Simple client checklist

A simple project page and task checklist for your clients, designed to make it easier for them to provide the information and assets you need to complete your projects faster. It’s about keeping everyone on the same page—literally!

A simple project page and task checklist for your clients, designed to make it easier for them to provide the information and assets you need to complete your projects faster. It’s about keeping everyone on the same page—literally!

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2. Automatic email reminders

2. Automatic email reminders

Send automatic notifications to clients about upcoming tasks and deadlines, ensuring that nothing falls through the cracks. Make it easier for clients to stay informed and engaged throughout the project lifecycle. Ideal for maintaining momentum and meeting project milestones with ease.

Send automatic notifications to clients about upcoming tasks and deadlines, ensuring that nothing falls through the cracks. Make it easier for clients to stay informed and engaged throughout the project lifecycle. Ideal for maintaining momentum and meeting project milestones with ease.

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3. Checklist templates

3. Checklist templates

Save your most used checklists as templates and quickly customize them to fit any project's needs. Streamline your project setup and focus on delivering value rather than getting bogged down in admin tasks.

Save your most used checklists as templates and quickly customize them to fit any project's needs. Streamline your project setup and focus on delivering value rather than getting bogged down in admin tasks.

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4. Simple intake forms

4. Simple intake forms

Create custom intake forms personalized for each client and effortlessly collect all the essential details you need to kick off a project. Make your onboarding process smooth and efficient so you can ensure you start off on the right foot every time.

Create custom intake forms personalized for each client and effortlessly collect all the essential details you need to kick off a project. Make your onboarding process smooth and efficient so you can ensure you start off on the right foot every time.

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Free while in Beta

$99/mo

Unlimited projects

Unlimited team members

Unlimited clients

Unlimited email reminders

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