Intake Questionnaire
Submitted by client
AI Brand Extraction
Colors & logos captured
Proposal & Contract
Auto-generated draft
Client Portal Delivery
Stripe deposit ready
Vanguard Studio
Annual Financials & Tax Return
Company accounts & ITR lodgement
Quarterly BAS
Prepared & lodged each quarter
Onboard ideal clients,
without the friction.
Winning deals is great, client onboarding is not.
Instant Client is the workspace to intake, propose, contract and invoice clients, much faster.
What early testers are saying ❤️
I usually have client details spread across a few email threads, so having the intake, proposal, and invoice in one place has been handy.
It's already made the admin side feel less scattered.
Nathan Patel
Tax Advisory Partner
I've only used Instant Client with a handful of new matters so far, but it's been straightforward to set up and send.
Clients seem to understand what they need to do without as much back-and-forth.
Daniel Foster
Conveyancing Lawyer
The client portal looks polished without me having to spend time formatting everything.
Setting up, sending proposals and following up on the invoice has been simple.
Estelle Philippi
Real Estate
One app, not five
Four subscriptions. One workspace.
Most firms stitch four apps together to onboard one client. Instant Client replaces all of them, so there's one login, one bill and one record of every client.
Proposals & billing
replaces Ignition
Branded proposals and engagement letters, e-signed and paid by card on acceptance, with recurring billing synced to Xero.
vs IgnitionOnboarding & AML
replaces Seamlss
One link for client details and documents, engagement letters signed online, and AML checks synced through Instant Compliance.
vs SeamlssInfo & documents
replaces Content Snare
Ready-made questionnaires clients can save and resume, plus document requests in a branded client portal.
vs Content SnareWorkflows & client admin
replaces FYI
Step-by-step onboarding workflows, a task inbox across every client, and Gmail or Outlook threads linked to each client.
vs FYIClick any app to see exactly how Instant Client replaces it, feature by feature.
HOW IT WORKS?
Onboard new clients in 3 steps
1Intake
Send smart questionnaires to collect ID, prior-year records, service needs, and client requirements automatically.
2Propose
Generate tailored proposals and legally compliant contracts ready for instant e-signature.
3Invoice
Collect payments instantly with automated invoicing and seamless client portal delivery.
Proposals so clean,
they ask you how you made it.
Features
Your all-in-one client workspace.
Smart Questionnaires
Chasing client information manually is exhausting. Instant Client automates client intake forms. This way, you collect ID, records and requirements without endless back-and-forth.
Instant Proposals & Contracts
Ready for another slow proposal draft? No thanks. Thanks to automated proposal generation and e-signatures, your client agreements always look crisp and close faster.
Instant Invoicing
Delayed payments hurt cash flow. Instant Client makes collecting payments as easy as sending a link. It also automates reminders so you get paid on time.
Legally Compliant Templates
Did you ever worry if your service agreement was legally sound? Instant Client comes with built-in contract layouts that will protect your business, at the click of a button.
Client Portal
Instant Client comes with a dedicated client portal to share documents, deliverables, and schedules. It keeps clients informed so you never lose track.
Automated Workflows
Say goodbye to manual client tracking across spreadsheets. As soon as a proposal is signed, Instant Client automatically generates invoices and project tasks, ready to execute.
Other Features
AI Brand Discovery
Instant Client automatically extracts brand colors, logos, and website details from your client's URL. It's as easy as typing a web link.
Stripe & Xero Integration
Need to sync invoices with your accounting software? Instant Client connects seamlessly to process payments and reconcile accounts automatically.
Invoice #INV-2026
Auto-reconciled to Xero
Client Portal Mobile Access
Clients reviewing proposals or paying invoices on their phone? Instant Client works beautifully on mobile, making it seamless for every client device.
Proposal & Contract
AML compliance, fully integrated. Automatically.
Instant Client automatically connects with Instant Compliance, so AML checks happen inside the same client workflow without manual handoffs. Collect client details once, run the right checks, and keep every engagement moving.
Client intake received
Details collected in Instant Client
AML compliance check
Powered by Instant Compliance
Compliance status synced
Updated automatically in Instant Client
Simple pricing that you'll love ❤️
Start your 14-day free trial. Then $59/month with unlimited clients, proposals, questionnaires, and invoices.
No credit card required to start. Cancel anytime.
Questionnaires, Proposals, Contracts, Invoicing, Client Portal, and much more.
$59/month after. Cancel anytime.
Unlimited clients, proposals, questionnaires & invoices.
FAQ
Does the monthly plan include all features & updates?
Yes! Your $59/month subscription includes full access to all features, security updates, and future platform enhancements.
Is there a free trial?
You can try Instant Client for free. You only upgrade when you decide to send live client proposals and invoices.
Hey there 👋
I'm Simon, founder of Instant Client.
Did you know that the average accounting firm or professional service wastes over 10 hours per client on manual onboarding?
Yep – while winning clients is exciting, managing onboarding remains a time-consuming process: drafting proposals, following up on questionnaires, sending contracts, creating invoices, and chasing payments.
That's why I built Instant Client. Instant Client automates every step from first intake to final payment. Without boring admin, running your business becomes fun again. I'd love for you to give it a try.
Ready for seamless client onboarding?
Get started for free