Programmatic guide
Client onboarding for architecture firms
Gather project goals, site constraints, regulatory context, and stakeholder roles before architectural planning begins.
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Common onboarding gaps for architecture firms
- Program requirements are incomplete at early design phases.
- Regulatory and permitting constraints surface too late.
- Client-side decision authority is unclear.
How Fentyr supports architecture firms
- Run intake for site data, functional goals, and compliance boundaries.
- Collect relevant plans, references, and documents in one portal.
- Set communication and approval workflow from kickoff.
Why teams standardize onboarding
Improve project certainty by structuring architectural onboarding from day one.
Whether you are a solo operator or a growing studio, the same principle applies: the fastest projects are not the ones with the fewest emails—they are the ones where expectations were captured early. Create your Fentyr account and turn this outline into a live client flow you can reuse and refine.
FAQ
- What should architecture firms include in client onboarding?
- Cover goals and success metrics, timelines, file and access needs, approval chains, and legal or usage constraints. Fentyr helps you turn that into a repeatable portal-driven flow so clients complete steps in order.
- How is Fentyr different from email and shared folders?
- Fentyr gives clients one branded link with structured steps, uploads, and context—reducing back-and-forth and keeping everything searchable for your team.
- Can I start with a template and customize per client?
- Yes. Build flows that match how you work, then duplicate or tweak them for each engagement while keeping a consistent professional experience.
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Put this playbook into production
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