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Create client portal and apply onboarding template fast

Create client portal and apply onboarding template fast

Your invoice-triggered client records and portals are incomplete, leaving project coordinators without access and delaying job setup. You get a populated client portal and starter template same day.

Create client portal and apply onboarding template fast

Overview

Stop manual client setup after billing events and get project coordinators the records they need as soon as an invoice is issued. This ensures portals are provisioned and starter templates applied so staging teams can begin setup same day.

Create client portal and apply onboarding template fast