Client onboarding software
Client onboarding for architecture firms
Gather project goals, site constraints, regulatory context, and stakeholder roles before architectural planning begins.
Run this playbook in Fentyr with a branded client portal—get started today.
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.
For architecture firms, that most often comes down to one thing: set communication and approval workflow from kickoff—instead of chasing the same information twice. 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 for architecture firms?
- The most common gap is that program requirements are incomplete at early design phases Fentyr replaces that with one branded link—structured steps, uploads, and context in one place, so nothing hides in an inbox.
- Can I start with a template and customize per client?
- Yes. Start from the flow above—run intake for site data, functional goals, and compliance boundaries—then tweak it per engagement while keeping a consistent, branded experience.
Explore related guides
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Put this playbook into production
Join freelancers and agencies using Fentyr for structured client onboarding.
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