One tool for every step
after the handshake.
Onboard replaces the messy stack of WhatsApp, Drive, email, and spreadsheets freelancers cobble together. Everything in one clean workspace.
Everything you need.
Nothing you don't.
100%
paperless
Auto Contracts
PDF contracts generated the moment a project is created. Clients sign online — no chasing, no confusion.
Contract
Generating...Signature
0
status calls needed
Live Progress Tracking
Clients see exactly where their project stands. Real-time stage updates kill the 'any update?' message.
Activity
1
place for everything
Project Messaging
Every conversation tied to its project. Context is always there — no hunting through Instagram DMs.
Project Chat
Brand Identity Kit50%
faster payments
Professional Invoicing
Send invoices, track partial payments, auto-flag overdue. Clients will think you hired an accountant.
Invoice #042
Draft...and so much more!
Client Portal
A dedicated space your clients can log into anytime.
Notifications
Stay on top of every update, deadline & message.
Document Hub
All project files, briefs & assets in one place.
Open Source
Fully transparent code. Self-host it if you want.
Client CRM
Track leads, clients & their project history.
Earnings Tracker
See your revenue, pending dues & growth at a glance.
PDF Exports
Export contracts, invoices & reports in one click.
Admin Panel
Full control over users, settings & permissions.
Built for how freelancers actually work.
100%
paperless
Auto-generated contracts, signed online.
The moment you create a project, Onboard generates a professional PDF contract — scope, payment terms, IP clauses and all. Clients sign right in their portal. No chasing, no PDFs lost in email.
- Pre-built clause library tailored for freelancers
- Client e-signature in under 60 seconds
- Auto-archived on signing — always find it
- Customisable with your own clauses
Pre-built clause library tailored for freelancers
Client e-signature in under 60 seconds
Auto-archived on signing — always find it
Progress
100%
0
status calls needed
Clients always know what's happening.
Real-time project stages visible to your client in their dedicated portal. No more 'any update?' messages. You update a stage — they see it instantly.
- Drag-and-drop stage management
- Client-visible milestones & deadlines
- Activity log for every update
- Mobile-friendly client view
Drag-and-drop stage management
Client-visible milestones & deadlines
Activity log for every update
Progress
0
1
place for everything
Every conversation, tied to its project.
Stop hunting through Instagram DMs and WhatsApp for client feedback. All project communication lives right next to the project — forever searchable, always in context.
- Per-project message threads
- File sharing with preview
- Read receipts so you know they saw it
- Notification on every reply
Per-project message threads
File sharing with preview
Read receipts so you know they saw it
Progress
1
50%
faster payments
Professional invoices. Faster payments.
Create, send, and track invoices in minutes. Track partial payments, auto-flag overdue invoices, and get a full payment timeline. Clients will think you hired an accountant.
- One-click invoice from project scope
- Partial payment & advance tracking
- Overdue reminders sent automatically
- PDF export for your records
One-click invoice from project scope
Partial payment & advance tracking
Overdue reminders sent automatically
Progress
50%
24/7
client self-service
A branded space your clients love.
Every client gets a private portal with your logo and brand. They can see project progress, download files, review invoices, and send messages — all without needing to call you.
- White-label with your brand & logo
- Client account setup in 60 seconds
- Mobile-optimised portal
- Secure login — no password sharing
White-label with your brand & logo
Client account setup in 60 seconds
Mobile-optimised portal
Progress
24/7
∞
file storage
All files. One place. Always organised.
Upload briefs, assets, contracts, reference files — everything attached to the right project and visible to the right people. No more sending files over WhatsApp.
- Per-project file organisation
- Folder structure you define
- Instant share with client or team
- Preview without downloading
Per-project file organisation
Folder structure you define
Instant share with client or team
Progress
∞
0
things slipping through
Stay on top without being glued to a screen.
Get notified when a client views an invoice, signs a contract, replies to a message, or approves a stage. Never miss anything important again.
- Real-time in-app notifications
- Email digest (daily or instant)
- Customise what you want alerts for
- Notification centre with full history
Real-time in-app notifications
Email digest (daily or instant)
Customise what you want alerts for
Progress
0
MIT
open source license
Full transparency. Self-host if you want.
Onboard is MIT-licensed and fully open source. Inspect the code, contribute, or run your own instance on your own server. Your data, your rules.
- MIT license — use it however you want
- Self-host on any server with Node + Postgres
- Active community on GitHub
- No vendor lock-in — export everything
MIT license — use it however you want
Self-host on any server with Node + Postgres
Active community on GitHub
Progress
MIT
Everything else you'd expect — and then some.
Client CRM
Track leads, contacts & project history in one clean list.
Earnings Tracker
See revenue, pending dues & monthly growth at a glance.
PDF Exports
Export contracts, invoices & reports in a single click.
Admin Dashboard
Full control over team members, permissions & settings.
Ready to run your freelance business properly?
The Solo plan is free forever — 3 clients, 5 projects, full client portal. No credit card needed.