Onvoy

Onvoy is a web-based client-onboarding service for freelancers and small agencies that need one guided path for questions, paperwork, signatures, and payment. It suits businesses with repeatable intake work and clients who prefer a phone-friendly, no-account process. The main trade-off is its deliberate focus: it organizes the start of an engagement, not the broader work that follows.

Overview

Onvoy puts structured intake questions, file uploads, legally binding signatures, and deposits, retainers, or invoices powered by Stripe into a branded client portal. Clients can complete the sequence from a phone without creating an account, removing a significant barrier for new customers. Automatic reminders chase missing details or stalled steps, while progress and analytics identify completed, stuck, and overdue clients and show where people abandon a flow.

That narrow scope is useful when onboarding is the operational bottleneck. Onvoy does not try to be a CRM, project manager, or invoicing suite, so teams wanting one system for ongoing client and project administration will need other software alongside it.

Key features

Branded client experience

Logo, colors, and copy can be applied to the portal, with automatic SSL and the option to serve it from your own domain. Starter adds custom branding and an email signature; Pro goes further with a white-label portal and emails plus a custom domain. The progression is sensible for a solo operator growing into an agency, although the free plan is not suited to a polished, fully branded presentation.

Intake, documents, and signatures

Forms collect structured answers and uploaded files, and paid Starter includes e-signatures and document signing. This combines the information and approvals needed to begin work instead of sending clients through separate form and signing tools. The free tier includes forms and uploads but not signatures, so occasional users can organize intake without getting a complete paperwork workflow.

Payments and automation

Stripe-powered deposits, retainers, and invoices can be collected inside the onboarding sequence. Template-based workflows, automated email reminders, and analytics reduce manual follow-up and make bottlenecks visible. Pro adds SMS reminders, marked as coming soon, so it should not be the deciding reason to upgrade today.

AI connections

Secure OAuth and MCP connections to Claude and ChatGPT let agents build flows, send portals, and report client status. That is a distinctive option for teams already working with those assistants, but it is an integration advantage rather than a substitute for a broader automation platform.

Security and privacy

Onvoy states that it encrypts data in transit, uses access controls and secure password hashing, and relies on reputable infrastructure providers. Its privacy policy describes processing under the EU GDPR and Croatia's Act on the Implementation of the GDPR. The service is operated by an individual in Croatia and is not yet incorporated, a factor organizations with formal vendor requirements should weigh.

Pricing

The free plan is a practical fit for a solo freelancer handling up to five onboardings monthly, but its single-seat cap and lack of signatures, payments, and paid-tier branding limit it to basic intake. Starter is the sensible working tier for a small agency or growing freelancer: 25 monthly onboardings and five seats cover regular volume while adding the transaction and signing steps that make the service more complete. Pro earns its price when onboarding volume is unpredictable or a 25-seat team needs unlimited use, white-label delivery, custom-domain control, and advanced reporting. Onvoy offers a free trial, while paid pricing renews monthly at the stated rates.

Platforms

Onvoy runs on the web. Clients can complete guided onboarding from a phone, and they do not need an Onvoy account.

Who it's for

Choose Onvoy if you are a freelancer or small agency that repeatedly gathers briefs, files, approvals, and upfront payment before work starts. It is especially well matched to teams that want branded client-facing steps, automatic chasing, and a clear view of stalled engagements without assembling several specialist tools. It is a weaker fit for businesses seeking a CRM, project-management workspace, or full invoicing operation, or for organizations that require an incorporated vendor.

Pros and cons

• Pro: Intake, uploads, signatures, and Stripe collection share one client flow, reducing handoffs between tools.
• Pro: Account-free, phone-friendly completion lowers friction for clients.
• Pro: Branding, reminders, and completion analytics support a more consistent agency process.
• Pro: Claude and ChatGPT connections can help agents create and monitor onboarding flows.
• Con: The free plan allows only five onboardings monthly and one team member, and omits signatures and payment collection.
• Con: It stops at onboarding, so CRM, project, and invoicing needs remain elsewhere.
• Con: Pro's SMS reminders are not yet available.
• Con: The product is operated by an individual rather than an incorporated company.

Alternatives

Intake is the better choice when Android and iOS apps matter or when a free plan covering up to 10 clients is enough; its Professional plan is $19 a month.

ClientLoop suits teams wanting a free forever tier with five clients, one member, unlimited document and form requests, and 1 GB of storage.

FlowyForm is preferable for unlimited forms and submissions with e-signatures, conditional logic, and integrations at no charge, but it has no free trial.

FormsHQ fits simpler form publishing, starting with one free form and 50 responses per month.

Leverage is an alternative for API-connected workflows and outbound email, with a free plan for up to three users.

PlatoForms is worth considering for a free form with 100 submissions monthly, 100 MB storage, and AI credits.

Portico is a close alternative for onboarding, with a free tier offering three active onboardings monthly and three e-signatures.

Synerdeck offers a free basic client portal for up to 10 clients and two templates.

For a broader shortlist, see Client Intake Software.

Verdict

Onvoy is a strong recommendation for freelancers and small agencies that want branded, repeatable onboarding with signatures and Stripe payments in the same sequence. Choose Starter for regular paid client work, or Pro when unlimited volume and white-label control justify the cost. Look elsewhere if you need ongoing CRM, project management, or invoicing, or if vendor incorporation is a requirement.