Henry Onboard replaces email threads, shared Google Docs, and manual follow-ups with one clean, professional workflow.
Build reusable templates with any questions you need. Multiple choice, text, dropdowns — collect exactly what you need for each project type.
Clients upload logos, fonts, brand guidelines, and more directly from their onboarding flow. Files are stored securely.
Clients can share CMS logins, hosting access, and API keys through an encrypted vault — no more passwords in email.
Show clients project phases and timelines upfront. Set expectations and reduce back-and-forth from day one.
Your logo, your colors. Every onboarding link feels like it's from you, not a third-party tool.
One click sends a professional invite email with your welcome message and a unique branded link.
No account needed for clients. They click the link, fill out the flow, done.
AES-256 encryption for credentials, RLS policies for data isolation, secure file storage.
REST API and built-in MCP server for AI integrations. Automate onboarding from your own tools.
Know exactly when clients are invited, when they start, and when they complete their onboarding.
Create templates for different project types — web design, branding, development, consulting.
All client data in one place. Download assets, reveal credentials, track progress.