Client portals

We are releasing Client Portals as a replacement for our existing Onboarding Flows. 🎉

What’s the difference? First of all, you can create and personalize Client Portals directly in Dotfile, without assistance from the Dotfile team. With Client Portals you can:

Add fields, steps and descriptions to your Client Portals in seconds, through an intuitive interface.
Personalize it with your own color, logo and generate translations in multiple languages instantly with AI.
Use powerful conditional logic to hide or show fields and steps based on customer input.
Link it to a Template that will determine the checks performed for each entity.
Secure your Client Portals with different authentication methods.
...and still benefit from the advanced features you were used to on our previous Onboarding Flows: redirect URL, query params, etc