Hubflo

Hubflo — The All-in-One Client Portal for Professional Services is a modern, all-in-one platform designed to streamline client-facing workflows, automate onboarding, and elevate client experience for professional service firms. It provides a configurable client portal and a suite of back-office tools to reduce emails, calls, and meetings, accelerate project delivery, and improve client satisfaction and retention. The platform emphasizes ease of use, white-label branding, and deep integration capabilities with popular apps and services.

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How Hubflo Works

• Centralizes client interactions in a secure, branded portal where clients can view projects, share files, sign forms, and track progress.
• Automates onboarding sequences, tasks, and communications to reduce manual admin.
• Delivers a unified workspace with 7+ native client-facing and back-office tools, plus 500+ external integrations and 16+ native integrations.
• Supports seamless data import/export, custom domains, and white-label branding to match your firm’s identity.
• Provides AI-assisted features and continuous updates to help you deliver services more efficiently while keeping client data secure.

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Core Use Cases

• Deliver professional services with a polished client experience
• Collaborate with clients through secure messaging and file sharing
• Manage projects, tasks, and approvals in one place
• Collect signatures, forms, and feedback efficiently
• Bill clients, manage invoices, and track payments
• Integrate your existing tools and workflows for a cohesive operations stack

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What You Get

• A powerful, customizable client portal designed for remote and hybrid teams
• A centralized hub for onboarding, project management, and client communications
• White-label-ready branding with dedicated domain options
• Secure data handling with enterprise-grade security, daily backups, and multi-factor authentication
• An AI assistant (AI-generated emails, notes, and guidance) to save time on routine tasks
• An assortment of templates and workflows to accelerate setup and client interactions

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How to Use Hubflo

1. Create and customize your client portal (branding, domains, and access).
2. Import clients, projects, and data from connected apps or CSVs.
3. Set up onboarding flows, forms, and contracts with e-signature.
4. Share files, tasks, and messages with clients from the portal.
5. Generate invoices, accept payments, and track financials from a single place.
6. Use AI-assisted features to compose emails, notes, and client communications.
7. Monitor activity via dashboards, alerts, and reports.

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Safety and Compliance

• Data is stored securely with enterprise-grade protections; ensure you configure appropriate access controls and data retention policies for your organization.
• Review your compliance obligations (e.g., SOC 2, GDPR, HIPAA as applicable) when integrating with client data.

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Core Features

• All-in-one client portal for professional services
• 7+ native client-facing and back-office tools (file sharing, messaging, contracts, forms, billing, embeds, tasks, automations)
• 16+ native integrations and 500+ external app integrations
• White-label branding with custom domains and domain hosting options
• Secure client messaging with email notifications and access control
• Automated onboarding workflows and client-to-do items
• E-signature-enabled forms and contracts
• Invoicing, billing, and payment collection
• Project and task management with status tracking and alerts
• Deliverables and resource sharing in a single place
• AI assistant for drafting emails, notes, and repetitive communications
• Daily backups, SOC II, GDPR, HIPAA readiness, and two-factor authentication
• Simple, scalable pricing with monthly plans