I will build a client portal that automates onboarding and intake

Simplify program registration, onboarding and family engagement with a customized, mobile-friendly Jotform portal. This service is ideal for nonprofits, schools, youth programs, mentorship programs and community organizations that want to replace disconnected forms and manual processes.

BASIC PORTAL STARTER

Includes a branded homepage, up to 3 portal sections, 1 registration or intake form, mobile-friendly navigation and an automated confirmation email.

STANDARD COMPLETE ONBOARDING

Includes up to 6 sections, 3 forms, a complete onboarding packet, digital signatures, a completion checklist, attendance check-in, conditional logic and customized confirmations.

PREMIUM CONNECTED PROGRAM PORTAL

Includes up to 10 sections, 6 forms, volunteer registration, donation or payment options, automated notifications, testing and Salesforce or CRM integration for one object.

*NOTE: Message me before ordering to discuss your workflow, forms, branding and integration needs. Platform subscriptions, data migration and custom-coded integrations are separate.