Modern client onboarding software for agencies, consultants, accountants, lawyers and service businesses.
Switch between Free, Pro, and Scale to preview the actual product experience — live, not screenshots.
Automation and live analytics for growing teams onboarding clients every week.
Most teams have the tools. They don't have the workflow.
WhatsApp, email, DMs, texts — the request lives everywhere and nowhere.
PDFs, spreadsheets and screenshots pile up. Nobody knows which version is current.
‘What's next?’ and ‘Did you get my file?’ — every week, from every client.
Synerdeck replaces the mess with a single, beautifully-designed onboarding surface. You get a command center. Your clients get clarity.
Build reusable templates in a Notion-like editor. Sections, requirements, drag & drop.
Send a single link. Every client gets their own branded portal — no login friction.
Live progress, automated reminders, and activity history. You focus on the work.
Built for professionals who care about the work — and how it feels.
Craft reusable onboarding flows section by section. No forms. No YAML.
Every client gets a beautifully branded space. Progress bar included.
Automated, tasteful nudges. Never chase for a signature again.
Upload cards with type checks, previews, and one-click approvals.
Role-based workspace access, team invites on Pro, and audit logs on Scale.
Sub-100ms interactions. Optimistic UI. Keyboard-first.
Per workspace. Cancel anytime.
"Synerdeck replaced four tools and an entire Notion database. Our onboarding time dropped from 12 days to 3."
"The client portal is the first tool our clients have actually thanked us for."
"It looks like Linear, works like Stripe, and feels like Apple. That's the bar."
Forms capture data once. Synerdeck runs the entire onboarding lifecycle — templates, portals, progress, reminders, and files, in one seam.
Yes. Pro includes a custom logo, colors, and the option to hide Synerdeck branding on client portals.
TLS everywhere, encryption at rest, role-based access, and document access audit logs on Scale.
No. They open a magic link and land straight in their portal. Zero friction.
Start from 20+ premium industry templates in the gallery (Pro), or build your own from scratch in the visual editor.
Set up your first template in under 10 minutes. Your clients will notice.