Scattered intake
Replace long email chains, loose forms and missing attachments with one guided flow.
Early access opening soon
A calmer way to start every client relationship
Onboard clients without the email ping-pong.
Give every new client one clear place for forms, files, tasks and next steps—then automate the reminders that normally eat your week.
No card required. No charge today. Be first to try it.
OnboardRelay / Northstar Co.
ONBOARDING CHECKLIST 5 of 7 complete
✓Company detailsComplete•••
✓Sign agreementComplete•••
↑Upload brand assetsWaiting•••
→Kickoff questionnaireNext•••
✓Reusable onboarding templates
✓Automated reminders
✓Branded client workspace
The old way is costing you
Less chasing. Less cleanup.
More work finished.
Built for accountants, agencies, consultants and repeatable service businesses.
Manual follow-ups
Automatically nudge clients when a task or document is still outstanding.
Inconsistent handoffs
Give every client the same polished start, even when your workload spikes.
How it works
From first click to finished
in three clear steps.
Choose a playbook
Start from a reusable onboarding template for your service.
Invite the client
Send one branded link with every form, task and file request.
Watch it move
Track progress and let automatic reminders handle the follow-up.
Built around the job
Everything you need.
Nothing you don’t.
Reusable workflows
Save your best onboarding process and launch it in a few clicks.
Smart reminders
Set friendly nudges that stop the moment the client completes a step.
Progress visibility
See what is done, what is blocked and who needs attention.
Client-friendly UX
No training, complicated dashboard or mandatory client subscription.
Simple early-access pricing
One plan.
A clear return.
Start monthly. Switch or cancel whenever you need to. Early users will help shape the product before public launch.
FOUNDING PLANEarly access
$39/ month
Or $390/year — two months free.
- ✓Unlimited onboarding templates
- ✓Up to 25 active clients
- ✓Automated reminders
- ✓Email support
Good to know
Questions,
answered.
Do clients need their own paid account?+
No. Clients will open a secure invitation and complete their steps without buying a subscription.
Can I reuse the same process?+
Yes. Templates are central to the product, so repeatable work takes only a few clicks to launch.
Will I be charged today?+
No. This is an early-access list. We will email you before launch and you can decide then.
Be first in line
Ready for a simpler way?
Join the early-access list. We’ll invite a small group first and use their feedback to shape the release.