One link.
Everything handled.
Your client fills the brief, uploads files, signs the contract, and pays the deposit — all from a single link. No more chasing. No more scattered emails.
Onboarding, before and after
Every new client used to mean a mess of emails, attachments, and follow-ups. Here's what changes.
- ✕ One email for the brief, another for files, another for the contract
- ✕ Chasing clients for days to get everything back
- ✕ Contracts signed in a separate tool, payments in another
- ✕ Files buried in inbox threads and lost attachments
- ✕ No record of who signed what, or when
- ✓ A single branded link covers all four steps
- ✓ Automatic reminders do the chasing for you
- ✓ Brief, files, signature & deposit in one flow
- ✓ Every file organized and ready to download
- ✓ Signature logged with timestamp & IP, exportable as PDF
Set up in 2 minutes. Onboard clients forever.
Pick a template
Choose from 20 industry templates. Every field, description and contract comes pre-filled — customize what you need.
Send the link
One click sends a branded email with a secure portal link. Your client needs no account and no password.
Client completes it
They fill the brief, upload the exact files you asked for, sign digitally, and confirm the deposit.
You get notified
An email lands the moment it's done. Review, download files, and export a signed PDF contract.
Everything the job needs. Nothing it doesn't.
Smart intake forms
20 templates with pre-filled fields, suggested copy, and a ready contract per industry.
Digital signatures that hold up
Clients sign by typing their name in cursive or drawing it on screen. Every signature is stamped with the date, time and IP address, and the full agreement can be exported as a PDF — valid under eIDAS and the ESIGN Act.
Organized file requests
Create labeled slots — "Upload your ID", "Send your logo" — so clients send exactly what you need, in any format: images, PDFs, Office docs or spreadsheets.
Deposit collection
Add your IBAN, PayPal or Revolut. The client picks bank transfer or cash, attaches a receipt if they paid, and you confirm.
Client notes & tags
Add phone, preferred contact method, how you found them, and private notes to any client — for your eyes only, never shown in their portal.
Reminders & notifications, automated
Set a reminder interval and SymvioHub follows up with clients who haven't finished — so you never have to. The moment everything's complete, you get an email and the portal moves to Completed.
Client directory
Keep every client in one place and reuse their details on the next portal in a click.
Analytics
See completion rates, response times, top templates and activity over time. (Pro)
Bilingual, built in
Switch your dashboard to Greek or English and everything downstream follows — the contract text, the portal-ready email your client receives, even the payment confirmation. No copy-pasting translations, no client getting the wrong language by accident.
A portal your clients will actually enjoy
A look at the freelancer-side dashboard — the portal, client, and settings views your clients never see, but you use every day.
Your dashboard
Every portal's status at a glance — completed, pending, and awaiting signature.
Portal tracking
See exactly which step each client is on — brief, files, signature, deposit.
Client records
Every client you've worked with, across all portals, in one list.
Business settings
Your business details, plan, storage usage, and notification preferences.
Start in seconds, not hours
Pick your trade — the fields, descriptions and contract draft are already written.
Simple, honest pricing
Try Starter free for 7 days. No contracts, cancel anytime.
- 5 active portals
- All 20 templates
- Contract + digital signature
- Deposit collection
- Auto-reminders & notifications
- PDF contract export
- Portal & templates
- Template field customization
- Labeled file request slots
- Send portal link via email
- Management
- Submission view with downloads
- Client directory
- Client notes & tags
- Mark as paid
- Custom branding (logo + colour)
- Bilingual EN / GR
- Auto-archive after 30 days
- 25MB storage
- Everything in Starter
- Unlimited active portals
- Item-level review (approve/reject)
- Custom form builder
- Branded PDF export with logo
- Analytics dashboard
- Advanced review
- Autosave client progress
- Portal control
- Portal expiry date + auto-email
- No auto-archive limit
- Pro tools
- Saved custom templates
- 50MB storage
Ready to onboard the smart way?
Your first portal takes two minutes. No card required.
Start 7-day free trial →
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