The platform built for immigration consultants. Onboard clients faster, eliminate paperwork, grow your practice.
If you're an immigration consultant, you know the pain.
Hours spent creating folders, copying templates, and filling in client details for every new case.
Endless emails and calls just to collect basic documents. Clients forget, you follow up.
Spreadsheets, sticky notes, and memory. No single source of truth for where each client stands.
From intake to completion, OnboardFlow handles the heavy lifting.
Create your consultant account and configure your practice settings.
Send branded onboarding links to your clients via email or SMS.
You get notified instantly when clients submit their information.
A complete toolkit built specifically for immigration consultants.
Branded web forms plus Google Forms integration. Capture client info effortlessly.
Google Drive folders with templated documents created in seconds, not hours.
Real-time client tracking with checklists, statuses, and completion percentages.
One-click reminders for missing documents. Clients stay on track without the nagging.
Admin and consultant roles with proper permissions. Everyone sees only what they need.
Complete audit trail of every action. Know exactly what happened and when.
No bloated enterprise software. Just what immigration consultants need.
~15 min
New client submits the form, you click provision — Drive folder, templated documents, and checklist ready instantly.
Zero manual setup
Every client gets a branded folder with NDA, service agreement, and document checklist — pre-filled with their details.
One link per consultant
Share your personal intake URL with clients. They fill it out once, you get notified immediately. No more email chains.
15 min
Avg. onboarding time
8+
Case types supported
100%
Google Drive native
Start with a 14-day free trial. Cancel anytime.
For solo consultants getting started
14-day free trial
For growing consultancies
14-day free trial
For established firms
14-day free trial
Join consultants who save 10+ hours every week with OnboardFlow.
Get Started TodayPlans from $49/mo. Set up in under 10 minutes.