for client onboarding
Onboarding without the chase.
New client, long list of things you need from them. Draftpile replaces the onboarding email and the shared-folder mess with one room: they see exactly what to send, you see exactly what’s in.
Company detailsLogoBrand assetsDocumentsSign-off
why teams use it
A checklist they can’t lose
The room is the list. Nothing slips through a forwarded email.
Required vs optional, made obvious
Mark the must-haves required; they can’t finish until those are in.
Your brand, their confidence
A polished, private page signals you’ve done this before.
how it worksfour steps
01Build your onboarding room
Add every item you always need — save it as your default set.
02Invite the client
One private link, your branding, zero software for them.
03Track to complete
Filter to “needs attention” and nudge only what’s outstanding.
04Kick off clean
Everything collected, named, and ready when you start the work.
“It turned a messy first week into a single link the client actually finishes.”
— Operations lead
One clean link. Everything you need.