Automated client onboarding with no-code tools

A no-code client portal and automations that cut onboarding from days of paperwork to ten minutes, saving 11 hours every week.

Qubit Labsin King's Cross, LondonNo-code and automation

The results.

Measured after launch and shared with the client's permission.

12 daysto launch
11 hrssaved every week
4tools connected

The client

Qubit Labs is a data consultancy in King's Cross that takes on around eight new clients a month. Its team is small, technical and would rather spend time on client work than admin.

The challenge

Onboarding a client meant a chain of emails, a shared spreadsheet with dozens of columns, and contracts copied and pasted from old ones. Things slipped: invoices went out late, clients waited for access, and nobody was sure which step each client had reached.

What we built

Client portal home with onboarding steps and documents

One portal for every client

Each client gets a private portal with a clear checklist: sign the contract, pay the first invoice, share access. They can see exactly where they are, and so can the team.

  • A Softr portal on top of Airtable, branded to match Qubit's website.
  • Contracts generated from a template and sent for e-signature automatically.
  • Zapier flows that raise the first invoice once a contract is signed, and post updates to Slack.
  • Simple admin views so the team can change steps and wording without a developer.

Technology choices

No-code was the right fit: the process was clear, the volumes were modest and the team wanted to own it. Airtable holds the data, Softr gives clients a proper login, and Zapier connects the contract, invoicing and Slack tools Qubit already paid for.

The results

The portal went live in 12 days. Onboarding a client now takes about ten minutes of the team's time, saving 11 hours every week, with four tools finally talking to each other.

Before and after.

Drag the handle, or focus it and use the arrow keys, to compare.

The old process: a shared spreadsheet with dozens of columns
The new client portal with a clear checklist for each client

Technology used.

The stack behind the project. The story above explains why we chose it.

  • SoftrNo-code
  • AirtableNo-code
  • ZapierAutomation
  • StripePayments

In their words.

What the client said once the project was live.

“We went from chasing paperwork to onboarding a client in ten minutes.”
PS
Priya ShahCOO, Qubit Labs

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