Onboarding done in a day
Intake, NDAs, kickoff scheduling — finished in one thread.
- NDA e-sign in-thread
- Structured intake
- Auto-scheduled kickoff
Run client work without the email avalanche.
Subport runs client onboarding, project status, and reporting on WhatsApp — for consultants, agencies, and corporate services teams.
+47%
−39%
<24h
Where service work gets stuck.
The work happens in the doc. The communication happens in 14 places. Clients never know where things stand.
Onboarding takes weeks
NDAs, intake forms, kickoff scheduling — every step adds drag.
Status updates eat the team
PMs spend Mondays writing the same update three different ways.
Document chase loops
"Did you get a chance to review?" three follow-ups deep.
Reports nobody reads
PDFs that arrive on Friday and get skimmed at best.
12 hours
spent on status comms. Subport reclaims it without losing client visibility.
What Subport runs for service teams.
Client onboarding
NDAs, intake forms, kickoff — all in one thread.
- E-signed agreements
- Structured intake
- Auto-scheduled kickoff
Project status
Weekly digest, milestone updates, blockers surfaced as they happen.
- Auto-generated digests
- Milestone notifications
- Blocker escalation
Reporting clients read
Structured updates in-thread; PDFs only when they're actually needed.
- KPI snapshots
- Trend digests
- On-demand deep-dives
Document & feedback loop
Send, request, follow up — without the email chain.
- Document review prompts
- Feedback capture
- Approval routing
Across the engagement.
Status without the email chain
Weekly digests, milestone updates, blockers surfaced.
- Weekly digest
- Milestone updates
- Blocker triage
Reports clients read
KPI snapshots in chat; PDFs only when needed.
- KPI snapshot
- Trend digest
- On-demand deep-dive
Impact on service teams.
+47%
−39%
+22%
4.7★
Moments we automate.
Onboarding flow
NDA, intake, kickoff in one day.
Weekly digest
Auto-generated from project data.
Milestone alerts
Triggered by tracker, not by hand.
Document review prompts
Inline approve/comment loop.
KPI snapshots
Pulled live from your data warehouse.
Time-and-materials updates
Hours used, hours left, billed visibility.
Connects to your stack.
- HubSpot
CRM
- Asana
PM
- Jira
PM
- Harvest
Time tracking
- Snowflake
Data
- DocuSign
E-sign
Reclaim PM hours. Keep clients in the loop.
Most teams cut Monday status meetings in half within 30 days.