Client Onboarding, Simplified
Send a magic link to collect info, documents, and payments in one beautiful portal. A CRM that organizes your entire workflow around people, not just forms.
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Share on XLovejot Bhullar
Founder
"I built SwiftChecklist to solve my own friction with client onboarding. I’m personally onboarding the first 50 users to ensure you get the best experience."
Magic Links
No client login required
Document Collection
Files, images, and forms
Payment Requests
Collect payments inline
Secure & Private
Your data, your control
Ready to Streamline Your Onboarding?
Join the waitlist and be first to try SwiftChecklist when we launch.
Perfect for Every Business
Lawyers
Collect case files and retainers
Contractors
Gather permits and deposits
Accountants
Request tax documents easily
Consultants
Onboard clients professionally