Synerdeck — client onboarding, beautifully simplified.
Synerdeck is client onboarding software for agencies, consultants, accountants, lawyers, and service teams. Branded client portals, reusable templates, automated reminders, and live progress tracking — start free.
The real dashboard, for every plan.
Switch between Free, Pro, and Scale to preview the actual product experience — live, not screenshots.
Pro dashboard
Automation and live analytics for growing teams onboarding clients every week.
- Up to 100 clients & 25 templates
- Live onboarding analytics
- Automated reminders
- Custom portal branding
- Up to 5 team members
- PDF reports & ZIP export
How teams use Synerdeck to onboard clients
Illustrative scenarios from our case studies — not a logo wall.
“Our clients finally know exactly what happens next. That clarity changed how professional we feel from day one.”Read case study
“Our clients finally know exactly what happens next. That clarity changed how professional we feel from day one.”Read case study
“Our clients finally know exactly what happens next. That clarity changed how professional we feel from day one.”Read case study
Onboarding shouldn't feel this heavy.
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.
One calm workflow. Every client. Every time.
Synerdeck replaces the mess with a single, beautifully-designed onboarding surface. You get a command center. Your clients get clarity.
- One branded portal per client
- Templates you build once and reuse forever
- Progress that clients can actually see
- Automated nudges — no chasing required
From chaos to clarity in three moves.
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.
Every detail, considered.
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.
See Synerdeck in action
Explore the Synerdeck dashboard, branded client portals, and template studio — the core experience agencies and service teams use to onboard clients.
Track every client’s onboarding progress, completion rates, and pending tasks from one dashboard.
Clients open a magic link and land in a branded portal — no account required.
Build reusable onboarding templates with forms, file uploads, signatures, and multi-step flows.
Simple, honest pricing.
Per workspace. Cancel anytime.
- Up to 10 clients
- 2 templates
- 500 MB storage
- Manual reminders
- Basic client portal
- Up to 100 clients
- 25 templates
- 25 GB document storage
- Up to 5 team members
- Custom portal branding
- Onboarding analytics
- Automated reminders
- Slack integration
- PDF reports & ZIP export
- Custom email templates
- Everything in Pro
- Webhooks & API access
- Advanced role permissions
- Audit log export
- Custom portal domains
- Up to 25 team members
- 250 GB storage
- Priority support
Answers, up front.
How is Synerdeck different from a form builder?
Forms capture data once. Synerdeck runs the entire onboarding lifecycle — templates, portals, progress, reminders, and files, in one seam.
Can I use my own branding?
Yes. Pro includes a custom logo, colors, and the option to hide Synerdeck branding on client portals.
Is it secure?
TLS everywhere, encryption at rest, role-based access, and document access audit logs on Scale.
Do my clients need an account?
No. They open a magic link and land straight in their portal. Zero friction.
Can I import existing templates?
Start from 20+ premium industry templates in the gallery (Pro), or build your own from scratch in the visual editor.
How does Synerdeck compare to Typeform or Google Drive?
Forms and Drive solve pieces of the puzzle. Synerdeck runs the full onboarding lifecycle. See our comparison pages at synerdeck.com/compare.
Ready to onboard beautifully?
Set up your first template in under 10 minutes. Your clients will notice.