How Clientovo works
Your agency has its own portal to create templates, submit new clients and track progress. Our team runs the collection and follow-ups, reviews the completed answers and files, then emails your agency a link to the approved pack in your portal.
Your team submits the client through its portal. Here is what happens next.
Create your agency account and confirm your email. Your first real client onboarding is free, with no card details and no commitment. In your portal, create reusable templates with the questions, files and access details you need for each kind of client.
For example: brand guidelines, logos, project questionnaire, Google Analytics access, CMS access and key contacts.
Enter the client’s name, company and email, choose one of your templates and add any extra instructions. The request goes straight to our team for review.
Our team starts the job and the client receives their private onboarding link by email. They use it to provide the information and files in your template.
Your agency can see its requests and onboarding progress. Our team checks what the client has provided and keeps track of anything still outstanding.
Our team chases missing information so your account manager does not have to keep sending follow-up emails.
When the client has provided the required information, our team reviews the answers and files and follows up on anything that needs correcting. Once approved, we email your agency a link to the finished pack in its portal. Reaching 100% does not send the pack automatically.
Inside your portal
This is an example of the information your agency enters. It is a preview, not a working form.
We review the request before emailing the client. The details above are examples. This form cannot be submitted here.
The point isn’t that the client journey gets shorter. The point is that far less of that journey needs your team’s time and attention.
From client signed to work begins, your team’s onboarding admin includes:
Clientovo handles the rest. Your team’s onboarding admin is:
Illustrative comparison. The exact amount of admin removed depends on your agency’s onboarding process.
Clientovo isn’t trying to replace the relationship between your agency and its clients. We take care of the repetitive admin around it.
The end result
Once our team has reviewed and approved the responses, we email your agency a link to its handover in the portal. Sign in to view the completed answers and download the report and uploaded files as an organised pack. Below is an illustrative report preview.
Example Agency · Example Company · Website project template · Created 29 September 2026 · 3 questions in this onboarding. Private client information. Keep this report and its attachments secure. Open this file in a browser to print or save it as a PDF.
A few things agencies usually want to know.
Your agency signs in, creates its own templates and submits each new client’s details with the right template. You can then see your requests and their progress. Our team starts the onboarding and sends the client their private link; submitting a request does not email the client immediately.
Your new agency account gets one free onboarding credit for one real client. Create an account, confirm your email, make a template and submit that client. No card details, payment or commitment are required, and the trial does not start a paid subscription.
No. You create templates for the information your team already needs. We take over the collection, tracking and follow-up work.
No. Your agency remains responsible for the client relationship and the work you’re delivering. Clientovo handles the onboarding admin you choose to hand over.
Collect written answers, website links, yes/no responses, access instructions and supported files. Uploads accept PDF, PNG, JPEG, WebP and TXT, up to 10 MB per file. For SVG, editable artwork, Word documents or video, agree an access-controlled sharing link with your agency. Grant account access through the provider’s invitation settings; never submit passwords.
We keep track of the outstanding requirement and follow up with the client, rather than leaving your team to repeatedly chase it.
Our standard reminder interval is three days, measured from the latest response or reminder while required information is still missing. Our team can adjust or pause reminders for an onboarding.
After seven days without a new answer, the onboarding is flagged for our team’s attention. Outstanding items stay visible in your portal. Missing required information is not treated as complete.
Timing depends on how quickly your client provides the required information and whether any answers or files need correcting. You can track progress in your portal while we manage the follow-ups and review.
Show us your current process and we’ll explain what Clientovo can take off your team’s plate.
Onboarding guides
Work out which details, files and access your team needs, then prepare a reviewed handover.
Read the checklistCompare who handles the chasing, review and handover—and decide what fits your agency.
Compare the workflows