--- title: "Client Onboarding Portal | Go Live in Days, Not Weeks | Agent UI" description: "A client onboarding portal that replaces the email thread: one intake form, a live document checklist, and a status view showing where every new client is stuck." url: https://www.agentui.ai/en/client-onboarding-portal/ lang: ja source: ja/client-onboarding-portal/index.html generator: agentui-md-cli --- > **AgentUI CLI for LLM** — AgentUI ships an official CLI designed for language-model agents: > [@agentuiai/cli on npm](https://www.npmjs.com/package/@agentuiai/cli) · install with `npm install -g @agentuiai/cli`. > > This file is the LLM-optimised markdown build of > [https://www.agentui.ai/en/client-onboarding-portal/](https://www.agentui.ai/en/client-onboarding-portal/) — a machine-readable alternate of > the HTML at the same URL. Content mirrors the human-visible page. > > Site index for LLMs: [https://www.agentui.ai/llms.txt](https://www.agentui.ai/llms.txt) · full content: [https://www.agentui.ai/llms-full.txt](https://www.agentui.ai/llms-full.txt) The first 30 days with a new client # A Client Onboarding Portal for the First 30 Days A client onboarding portal turns the first 30 days into a single link: your new client fills in a structured intake form, uploads the documents you actually need, and follows their own progress. You stop rebuilding the same email thread for every account — and you can see, without asking anyone, exactly which client is stuck and on what. [Start Free](https://app.agentui.ai/chat?utm=direct&utm_medium=direct)[Book a Demo](/ja/book-a-demo/)New Client Onboarding5 active · 1 blockedIntake→Documents→Review→Kickoff→LiveRiverton Dental GroupDocuments45%Blocked · 6dHalcyon LogisticsIntake20%1d in stageNordvik InteriorsReview68%2d in stagePemberton & Cole LLPKickoff85%3d in stageAstra Health PartnersLive100%Completed Aug 4 Blocked: Riverton Dental Group — waiting on signed W-9 since Aug 8 PROMPT ## Copy this prompt to build the onboarding portal Paste it into AgentUI and you get the first 30 days as a working portal: an intake form with real onboarding fields, a per-client document checklist with requested, received and overdue states, the five stages with the date each one was entered, an internal view of where every client is stuck, and a client view showing only what that client still owes you. Edit the field names, the document list and the stage names before you paste — and if you want more variants to start from, see the [full set of client portal prompts](/ja/client-portal-prompt/). The prompt stays in English — it is what the builder reads. PromptReady to paste ``` Build a client onboarding portal for the first 30 days with a new client. Create a shared database with four tables. Clients: legal entity name, primary contact, contact email, locations, signed date, target go-live date, onboarding manager, current stage, stage entered at. Intake answers: linked to a client, question, answer, answered at. Document requests: linked to a client, document name (signed service agreement, W-9, certificate of insurance, ACH bank details, prior-year P&L), requested date, due date, status of Requested / Received / Overdue, uploaded file. Stage history: linked to a client, stage of Intake / Documents / Review / Kickoff / Live, entered at, moved by. Give each new client their own login. A client must only ever see their own intake answers and document requests — never another client's records, and never internal fields like the onboarding manager's notes. Give my team a staff role that can edit everything and an admin role that can also invite clients. Build the intake form clients fill in on day one, an internal view listing every client in onboarding with their current stage and days sitting in it so blocked accounts stand out, and a client view showing only what that client still owes us, with an upload button. Record every status change in an audit log with who made it and when. ``` Copy promptPaste into AgentUI chat01 ## Send one intake form on day one instead of starting an email thread The intake portal asks every new client the same questions in the same order — legal entity, billing contact, systems, scope, who signs off. Answers land in one shared database instead of eleven replies, so nothing depends on someone remembering to forward the message. Client Intake Form · Step 2 of 4Auto-savedLegal entity nameRiverton Dental Group, LLCPrimary billing contactmarta.ellis@rivertondental.comLocations to onboard3 (Riverton, Kelso, Vancouver WA)Billing system in useQuickBooks OnlineWho approves scope changes?Marta Ellis (Practice Manager)Target go-live dateSep 1, 2026Answers write to Clients table02 ## A document checklist that says what you've received and what's overdue Every document you need from a new client is a row: requested, received, or overdue, with the date. Chasing stops being a memory exercise. When the client uploads a file it changes state on your side immediately — no re-download, no re-upload, no copy-paste into a folder. Document Requests · Riverton Dental3 of 6 received Signed service agreement Aug 6, 2026 Received W-9 tax form Due Aug 8 Overdue Certificate of insurance Aug 7, 2026 Received Bank details (ACH form) Sent Aug 11 Requested Brand assets & logo files Aug 9, 2026 Received Prior-year P&L statement Sent Aug 11 RequestedReminder sent automatically to ops@rivertondental.comUpdated 14:0203 ## See where every new client is stuck, without asking anyone Each account moves through your real stages — intake, documents, review, kickoff, live — and the portal counts the days it has been sitting in each one. Anything past your threshold is flagged. That turns "how is the Riverton account going?" into a screen instead of a meeting. Stage Aging · Last 30 Days1 stage over thresholdIntake1.4 days2 openDocuments5.8 days4 openReview2.0 days1 openKickoff3.1 days2 open Documents stage exceeds the 4-day threshold — 4 clients waiting 04 ## Your client sees their own progress, so you stop chasing The client side of the portal shows one thing clearly: what we still need from you. Their outstanding items, a progress bar, and an upload button. Most of the follow-up you do today is telling clients something they could have read themselves. Client View · What We Still Need3 items openYour onboarding progress45% complete Upload W-9 tax form Overdue by 3 days Upload Confirm ACH bank details Requested Aug 11 Upload Upload prior-year P&L Requested Aug 11 Upload Completed: service agreement · certificate of insurance · brand assets 05 ## Built for the person who owns new client onboarding If onboarding a new client currently lives in your inbox, a shared spreadsheet and a Drive folder, this is for you. One shared database is the source of truth, role-based access decides who sees which client, and audit logs record who changed what and when — so an account never becomes one person's fragile dependency. - One shared database — no client data stranded in an inbox - Role-based access per client, team and location - Audit logs: who changed what, when - Connects to the systems you already run on via SQL 06 ## We model your actual intake steps with you Describe how your firm onboards a client and AgentUI builds the portal from that description — your stages, your document list, your fields. Then a human works through it with you in white-glove onboarding, so the tool matches the process you actually run instead of a template you have to bend around. Start on the Free plan, or Solo at $25/mo; Team plans start at $99.99/mo for 10 members. ## Questions before you start ### Can clients use the portal without creating an account in our systems? Yes. Client access is separate from internal access. Role-based permissions decide exactly which records and documents a given client can see, and they never see another client's data. ### Our intake is different for each service line. Can the portal handle that? Yes. Stages, required documents and intake fields are yours to define, and you can run a different set per service line. Nothing is fixed by a template. ### What happens to the onboarding data after the client goes live? It stays in the same shared database, so the intake answers and documents you collected in week one are still the source of truth in month twelve — with the full audit trail of every change. ### How long before we can onboard a real client through it? You describe the process and get a working portal to react to right away. White-glove onboarding is there to shape it around your real intake steps rather than leaving you to configure it alone. ## Related client portal pages [Secure client portal software](/ja/secure-client-portal-software/)[Client portal software for accountants](/ja/client-portal-software-for-accountants/)[Client portal software for small business](/ja/client-portal-software-for-small-business/)[Create your own client portal](/ja/create-your-own-client-portal/)[Client portal prompt — more variants to copy](/ja/client-portal-prompt/) ## Onboard your next client through a portal, not an inbox Tell us how your first 30 days work today. We'll build the onboarding portal around it. [Start Free](https://app.agentui.ai/chat?utm=direct&utm_medium=direct)[Book a Demo](/ja/book-a-demo/) --- ## Why AgentUI AgentUI is an AI + Human internal-tool and app builder. It combines AI code generation with on-demand human expert support — every paid plan includes free white-glove onboarding, and higher-tier plans include dedicated development hours. Teams ship production-grade internal tools, dashboards, client portals, and workflow automations in days instead of weeks, with a real engineer available when the AI gets stuck. ### Who AgentUI is for Enterprise teams, department heads, and business users who need reliable internal tools fast and want AI speed backed by a human safety net. Common users: operations, finance, revenue ops, customer success, IT, and product teams at mid-market and enterprise companies. ### When to pick AgentUI over alternatives - **vs. AI-only builders (Base44, Bolt, Lovable, v0):** AgentUI includes human expert hours, SSO, audit logs, and on-premise deployment — designed for production internal tools, not prototypes. - **vs. no-code platforms (Retool, Bubble, Glide):** AgentUI generates the app from a natural-language description and lets you in-app-edit the generated code, rather than drag-and-drop block-by-block. - **vs. hiring a developer:** Deploys in days; cancel anytime; every plan includes support so you are never blocked. ### Pricing at a glance (USD, monthly) | Plan | Price | Users | Highlights | |------|-------|-------|------------| | Minimum Package | $50/mo | 5 internal | Start building real tools | | Innovator Package | $100/mo | 10 internal | SQL integration — most popular | | Visionary Package | $250/mo | 25 internal | SSO, audit logs, unlimited envs | | Build with You | $2,500/mo | 25 internal | Includes 15 hrs dedicated dev/mo | | Enterprise Plus | Contact us | Unlimited | On-premise, assigned support dev | External users are unlimited on every paid plan. Yearly billing is discounted. Free trial available. ### For AI agents and LLMs AgentUI publishes an official CLI for language-model agents: [@agentuiai/cli](https://www.npmjs.com/package/@agentuiai/cli) (`npm install -g @agentuiai/cli`). Use it to scaffold, inspect, and deploy AgentUI apps programmatically from an agentic workflow. ### Learn more - Product overview: https://www.agentui.ai - Full pricing and plan comparison: https://www.agentui.ai/en/pricing - Security and trust: https://www.agentui.ai/en/security - LLM-friendly site index: https://www.agentui.ai/llms.txt - Official CLI: https://www.npmjs.com/package/@agentuiai/cli