🧑‍💼 Client Portal

The **Client Portal** is where your clients log in to view everything related to their onboarding and ongoing work. It keeps communication organized, shows assigned forms and contracts, and ensures clients always know what to do next.

📥 Onboarding Workflow

Kenly includes a streamlined onboarding workflow that automatically moves a client from **lead → approved → full client**, while syncing everything to the Client Portal.

1. Lead fills out an onboarding form

Leads access your public onboarding form and submit their information. As part of the process, the lead provides their **email** before accessing the form, ensuring a secure and traceable submission.

2. Lead appears in your Leads Management dashboard

The organization can review each lead submission, including:

• Provided contact information
• Answers to onboarding form questions
• Submission timestamps

3. Approve or reject the lead

• **If approved:** Kenly automatically creates a client record and sends a secure portal invite.
• **If rejected:** You may ignore the lead or contact them manually.

Approving a lead triggers an invite email with a **magic-link login** so the client can immediately access the portal with no password required.

4. Client receives portal invite

Once invited, the lead becomes a full client and gains access to the Client Portal, where their onboarding tasks begin.

5. Client completes onboarding inside the portal

Clients complete onboarding through a clear set of items assigned by the organization:

• **Forms** → complete and submit
• **Contracts** → review and sign (with e-signature)
• **Files** → download required documents
• **Meetings** → view any scheduled onboarding calls

Each completed step updates instantly for the organization.

6. Organization tracks progress

All onboarding activity is visible in **real time**. You can see which forms are completed, which contracts are signed, and what remains pending.

🔑 What Clients Can Do in the Portal

The client portal currently supports the following key features:

• **View assigned forms** and fill them directly inside the portal.
• **View and sign contracts** with the integrated e-signature system.
• **See files** uploaded by the organization (documents, deliverables, assets).
• **Receive notifications** when the organization uploads something.
• **View assigned meetings** added by the organization.

📁 Portal Sections

1. Overview

A simple dashboard showing the client’s current onboarding progress, incomplete items, and any upcoming requirements.

2. Forms

Clients can open, complete, and submit forms provided by the organization. Once submitted:

• The status updates to **Completed**
• The organization is notified

3. Contracts

Clients can view all contracts sent to them. For each contract they can:

• Open the full document
• Review its content
• Sign electronically through the built-in **e-signature** flow

Once signed, the status changes to **Signed** for both sides.

4. Files

The organization can upload files at any time. Clients will see:

• The file name
• Upload date
• **Download button**

When a file is uploaded, the client gets an in-portal notification and (if enabled) an email notification.

5. Meetings

Any meeting scheduled by the organization appears here with:

• Title
• Description
• Date and time
• Optional link (Zoom / Google Meet)

🔔 Notifications

The portal includes real-time **in-app notifications** for:

• New files
• New forms
• New contracts
• New meetings

Email notifications are now functional for organization → client communications.

🛡️ Security & Access

• Strict **RLS (Row-Level Security)** policies isolate all client data.
• Clients only see their own content.
• Soft-deleted items remain hidden.

📌 How Clients Log In

Clients log in through secure **magic-link authentication**. No passwords needed.

If returning later, they can request a new login link using their email.

📈 Roadmap (Soon)

✔️ Summary

The **Client Portal** centralizes everything your client needs during onboarding and beyond, providing a structured, modern, and professional experience:

• **Forms** → fill and submit
• **Contracts** → review and sign
• **Files** → download
• **Meetings** → view
• **Notifications** → stay updated
• **Onboarding workflow** → end-to-end management