StoreDocs
Start free
1.2M+ clients onboarded/71% faster

Onboarding,
handled.

Branded client portals, guided intake, and automation that carries every onboarding to done.

Live/4 portals advanced in the last minute
A
Acme Studio
Client portal
Live
NM
Northwind Mfg.
Onboarding
Day 2
Company profile
Done
Upload documents
Done
Team access
Done
Kickoff call
In review
Progress3/4 complete
intake receivedstep advancedclient liverequest fulfilledreminder sentportal openeddocuments uploadedreview clearedflow self-advancedonboarding completeintake receivedstep advancedclient liverequest fulfilledreminder sentportal openeddocuments uploadedreview clearedflow self-advancedonboarding complete

Teams lose 71% of their first week to email back-and-forth. Documents arrive late, intake stalls, and 1 in 3 new clients goes quiet before they ever reach live.

Chasing replies/Scattered files/No single source of status/StoreDocs ends all three
The pipeline

Every client moves through one board.

Invited to Intake to Documents to Review to Live. Watch a client advance, stage by stage, with no email required.

NMNorthwind Mfg.
Active
12% complete
Vela Group
Harbor Co.
Atlas Foods
Pine & Co.
Lindgren AB
Bright Labs
Orsen Ltd.

One platform. The whole onboarding.

01 / Client PortalsPreview
A
Acme Studio
yourbrand.storedocs.net
Welcome
Your steps
Documents
Automation

Flows that move themselves.

  1. Trigger
    When info is received
  2. Action
    Advance the step
  3. Action
    Notify the client
activity.logstreaming
16:42|client is live
16:35|review cleared
16:28|review queued
16:21|file request fulfilled
16:14|client notified
16:07|step advanced -> Documents
16:00|intake received
Playbooks

Start from a playbook built for your work.

A01

Agency onboarding

6 steps·~2 days
  • Brand kit upload
  • Access handover
  • Kickoff call
Use playbook ->
A02

Accounting intake

8 steps·~4 days
  • Prior-year filings
  • Bank statements
  • Chart of accounts
Use playbook ->
C03

Clinic new-patient

5 steps·~1 day
  • Medical history
  • Insurance card
  • Consent forms
Use playbook ->
R04

RIA KYC

7 steps·~3 days
  • Identity check
  • Source of funds
  • Risk profile
Use playbook ->
C05

Consultancy kickoff

6 steps·~2 days
  • Scope confirmation
  • Stakeholder map
  • Data access
Use playbook ->
A01

Agency onboarding

6 steps·~2 days
  • Brand kit upload
  • Access handover
  • Kickoff call
Use playbook ->
A02

Accounting intake

8 steps·~4 days
  • Prior-year filings
  • Bank statements
  • Chart of accounts
Use playbook ->
C03

Clinic new-patient

5 steps·~1 day
  • Medical history
  • Insurance card
  • Consent forms
Use playbook ->
R04

RIA KYC

7 steps·~3 days
  • Identity check
  • Source of funds
  • Risk profile
Use playbook ->
C05

Consultancy kickoff

6 steps·~2 days
  • Scope confirmation
  • Stakeholder map
  • Data access
Use playbook ->
3 weeks to 4 days
Time to live
Clients used to vanish in their first week. Now the portal keeps everything moving while we sleep.
Dana Reyes
Dana Reyes
Northwind Mfg.
Scale
0 chase emails
Per onboarding
Intake, file requests, and reminders all run themselves. My team stopped chasing email entirely.
Marcus Hale
Marcus Hale
Vela Group
Growth

Stop chasing.
Start onboarding.

Spin up your first branded portal in minutes and watch clients reach live on their own.

Start free, no cardTalk to sales
1.2M+
Clients onboarded
71%
Faster to live
0
Chase emails
Live clients6 / 6 live
Northwind Mfg.
Vela Group
Atlas Foods
Pine & Co.
Bright Labs
Orsen Ltd.