Onboarding
Guide new clients through forms, files, approvals, and kickoff details before work starts.
- Send one clear intake flow
- Keep answers and documents in one place
- Start projects with fewer follow-ups

EasiFlux gives you one clear workflow from kickoff to payment, without juggling extra tools or technical setup.
Three simple stages. One calmer client experience.
Use EasiFlux for the moments that usually create the most friction: getting started, staying aligned, and getting paid.




Create an onboarding workflow to collect information from a client. EasiFlux gives them a simple form to fill out.
Set up an independent progress tracker to monitor how much of your internal work has been completed.
Design a clean invoice with line items and totals to send to your client when it is time to bill them.
All of your Onboarding, Progress, and Invoicing modules for a client are kept organized inside a dedicated Project workspace.
Each app solves one job clearly on its own, and works even better when connected with the others.
Guide new clients through forms, files, approvals, and kickoff details before work starts.
Give clients a simple view of what is done, what is next, and what needs attention.
Create clear milestone invoices from the same workflow you already use to deliver work.
Get full access to client onboarding, progress tracking, and invoicing with a single subscription.
$25/month
30-day free trial. Payment method required.

Tell us where the process feels slow, unclear, or hard to manage. We will recommend the simplest EasiFlux setup for your workflow.
Tell us where things feel messy
Onboarding, progress updates, invoicing, or all three.
Get the simplest setup
We recommend the shortest path based on how you already work.
Leave with a clear next step
You get a clear answer and a practical rollout direction.
Reply time
Within 1 business day
You will get practical next steps, not a generic follow-up.
Best fit
Individual service providers
Perfect for freelancers and consultants managing clients.
We only need a few details to point you in the right direction.