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client onboarding
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Display forms, collect, approve and share client information, documents, files, Signatures, payments from a beautifully branded client portal and onboard anyone seamlessly from your WordPress!
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A client training video library inside the WordPress dashboard, with role-based access, progress tracking, and video requests.
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Smart client brief builder for freelancers and agencies. Drop a multi-step brief form anywhere with one shortcode.
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Collect website content from your clients through one private link, approve each item, and write it straight into your pages.