The client book, with a white label client portal on top
Retainvo keeps the clients a small practice already has: every client a record with its details, documents, status and history, the onboarding checklist run against the record when a new one signs, and a portal where each client sees their own things under your name. Free onboarding templates work their own figures on the page; Retainvo Pro keeps the book.
Signed, onboarded, served
Everything the practice knows about a client in one record: the details, the documents, the onboarding checklist ticked off, and the portal the client sees it through.
The client book as a record, not a spreadsheet
- Every client is one record, not five places. The details, the documents, the status and the history live against the client, findable in one search. The spreadsheet, the email folder and the shared drive stop being three versions of the truth that disagree at review time.
- The checklist runs against the record. When a new client signs, the onboarding checklist opens on their record: every task ticked off where the next person can see it, nothing living in one head. The free worksheet on this site prices what ad-hoc onboarding costs a month; the record is how it stops.
- Each client gets a door with your name on it. The portal is the client's window onto their own record: the documents you have shared, the status of their work, a place to upload what you asked for. White label, so it reads as your practice and not as our software.
The free tools
Every template on this site works on the page, free, with no account and no trial clock. They are the onboarding itself: the new client checklist with its tasks, minutes and cost worked out from your own figures, and the worksheets around it. The free version is the whole template; the paid plan is about keeping the result: the client filed as a record, the checklist run against it, the portal switched on.
- New client onboarding checklist: Price your onboarding: tasks on the checklist, minutes each takes, your rate and the rework share, worked into what one client and a month of new clients actually cost.
Retainvo Pro
The checklist is free. Pro is what happens after the client signs: they land in the book as a record, the onboarding runs against it task by task, and they get a portal door with your name on it instead of an email thread. Retainvo Pro is $29 per month for your whole practice, billed monthly.
