Help & getting started
ClientLift turns the messy first 48 hours of a project into one branded link your client completes — contract, brief, files and secure access, without you chasing.
How it works
Set your brand
Add your logo initials, colours and business name on the Brand page. Every client link then looks like your business.
Build a flow
On Flows, arrange the steps you want — welcome, intake form, file upload, e-sign, secure access, scheduling. Save it as a reusable template.
Add a client & send
Add a client, pick a flow, and create the onboarding. You get one branded link to send — your client needs no account.
Everything arrives
Your client completes the steps on their own. You see their answers, files and signatures under Clients → View responses. Project ready.
Frequently asked questions
Do my clients need an account?
No. They click one link and complete everything — no sign-up, no password. Their progress saves automatically so they can return any time.
Is it secure? Where do files go?
Files are stored in encrypted cloud storage. For logins, we recommend the “request access” option so no password is ever shared. Each account only sees its own data.
Can I make it look like my business?
Yes — that's the point. Set your colours, logo and name on the Brand page. On paid plans you can add a custom domain and remove the “Powered by ClientLift” footer.
How is this different from HoneyBook, Dubsado or Onboard?
Those are broad all-in-one suites where onboarding is one buried feature. ClientLift does one thing brilliantly: the client kickoff — beautiful, white-labelled, and finished in minutes. Use it alongside your CRM, not instead of it.
What can I collect?
Contracts and e-signatures, intake forms, file and brand-asset uploads, secure access requests, and kickoff scheduling — all in one link.
Can I get my own web address?
Yes. On Pro and Studio you can connect a custom domain like portal.yourbusiness.com.
Can I cancel any time?
Yes — there are no contracts. Upgrade, downgrade or cancel whenever you like.
Our promise
Make every client feel they're in expert hands from minute one. The promise isn't automation — it's confidence and professionalism. Automation is just how we get there.