First Base

First Base is a client onboarding tool for service businesses that want to move new clients from initial contact to active project status without dropping details. It replaces email chains, scattered forms, and manual checklists with a single workspace for every new relationship.

• Centralized intake forms – Clients submit project requirements, personal data, and signed agreements through customizable forms. All responses flow directly into their profile, so you never lose a file or note.
• Automated task sequences – Trigger welcome emails, document requests, and internal assignments based on client actions or fixed time intervals. Each step records completion, and overdue items are highlighted daily.
• Shared timeline view – Both you and the client can see the onboarding progress, next steps, and who is responsible for each action. This reduces back-and-forth questions and keeps expectations aligned.
• Document vault – Store contracts, invoices, and project briefs in one accessible location. Clients can upload their own files, and you can request missing items with a single click.
• Status dashboard – A simple board shows which clients are in queue, active, pending, or completed. Filter by team member or due date to prioritize follow-ups.

First Base integrates with popular CRM systems and calendar tools. It is designed for small to mid-sized agencies and consultancies that manage multiple client starts each month.