Client Onboarding & Documents

App metadata

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  "description": "<p><strong>Client Onboarding &amp; Document Collection for monday.com</strong></p><p>ClientlyBase helps teams automate <strong>client onboarding</strong>, <strong>document collection</strong>, <strong>file requests</strong>, <strong>approvals</strong>, and <strong>automatic reminders</strong> directly inside monday.com.</p><p>Stop chasing clients through emails and spreadsheets. Send document requests, collect files through a secure client portal, approve or reject submissions, and track onboarding progress from one place.</p><p><strong>Key Features</strong></p><ul><li>Client document collection</li><li>Secure client upload portal</li><li>File approval workflow</li><li>Progress tracking</li><li>Automatic reminders</li><li>Real-time onboarding status</li></ul><p><strong>Popular Use Cases</strong></p><ul><li>Customer onboarding</li><li>Accounting &amp; tax document collection</li><li>Vendor onboarding</li><li>Employee onboarding</li><li>Client intake &amp; compliance</li></ul><p>Built for agencies, accounting firms, consultants, legal teams, HR, operations, and service businesses looking to streamline client onboarding and document collection inside monday.com.</p>",
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  "name": "Client Onboarding & Documents",
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  "created_at": "2026-07-09T11:58:19.000Z",
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