Automate client onboarding without losing the personal touch
ClientFlow uses LLMs to handle intake, docs, and client updates so you ship faster
$npm install @clientflow/sdk Automated intake, zero manual work
Collect NDAs, digests, and onboarding briefs via a customizable client portal. ClientFlow routes responses to Notion and generates a project brief in one step.
```javascript
const client = await clientflow.clients.create({
type: 'onboarding',
welcomeMessage: 'Hi Sarah, complete the brief below.',
questions: [
{ name: 'goals', label: 'Primary goal', required: true },
{ name: 'budget', label: 'Monthly budget', numeric: true }
]
});
// share client.portalUrl with client
```Status updates sent automatically
Push brief update notifications to clients via email. Keep them informed without switching to Gmail. Includes a plain-text reply inbox so clients respond directly.
- Welcome confirmation with portal link
- Status digest every 7 days (configurable)
- Plain-text reply inbox to inbox zero
```javascript
await clientflow.notifications.send({
to: client.email,
template: 'intake-reminder',
vars: { clientName: 'Sarah', dueDate: 'Jan 15' }
});
```Project briefs written for you
ClientFlow infers context from completed intake forms to generate structured project briefs. Copy-paste into Notion or your CMS — no copy-pasting from ChatGPT.
```javascript
const brief = await clientflow.briefs.generate({
clientId: 'clx_4829',
projectType: 'go-to-market',
tone: 'professional'
});
// brief.text → formatted template
```Common Questions
How long does setup take?
Most users connect their Notion workspace and send the first client intake within 30-45 minutes. API key exchange plus Notion OAuth completes in under 10 minutes. The SDK supports connection verification before you go live.
What does the free tier include?
The free plan includes 10 client inboxes per month, 50 LLM-generated brief tokens, and webhook triggers at standard rates. Paid tiers scale token limits and add team seats. No credit card is required to start.
How is client data handled?
Each client workspace is logically isolated. Data at rest is encrypted using AES-256; transit uses TLS 1.2+. You retain deletion rights per GDPR and CCPA. The data processing agreement is available on request before signup.
Does this integrate with Notion?
Yes. A native Notion integration pushes client records, intake responses, and generated briefs to a workspace database you control. The integration uses Notion's official API — no unofficial scrapers.
Reduce onboarding overhead today
Ship 2-3 more engagements per quarter without adding tools or hours