Onboard clients in
half the time

The fastest client-facing platform that eliminates onboarding headaches, improves time to value, and consolidates everything in one place

Complete visibility for you and your clients

Instantly know where clients are in their onboarding journey, and what needs to be done

Hold everyone accountable

Assign tasks and send automatic email reminders to ensure nothing falls through the cracks

Consolidate all client communication

Replace countless emails and spreadsheets with a living, breathing, document

Create a repeatable customer experience

Scale your onboarding process and save hours with reusable templates

Integrate directly with your tools

Recapped seamlessly ties into your existing workflow, making it easy to adopt

"Recapped has been a breath of fresh air for onboarding new clients. I can't believe the old way we used to do things. Our clients love using it"

Steven Walters

Second Nature

"We no longer have to juggle fragmented communication between phone calls, emails, and live chat support. Everything is in one place"

Joshua Glasgall


"Recapped is so quick and easy to get started with. You're never left scratching your head wondering what to do next. With a click of a button you can add tasks and share with clients"

Karl F

DKP Marketing

Cut your onboarding time in half

Request a demo