Client onboarding software for agencies and freelancers.
Bring client answers, files, and approvals into one beautifully simple flow.
For the work you love.
And the admin you don’t.
You didn’t start an agency to hunt for logos, piece together email threads, or ask for the same file twice. Give every project a clearer starting point.
Scattered files. Missing answers.
One more “just checking in.”
A thoughtful client experience that brings
the important pieces together.
Thoughtful for your client. Organized for you.
Start with a reusable template. Shape your questions and file requests around the project, then make it yours.
Your client answers questions and uploads files in a focused space. Progress saves, so they can come back later.
Bring the inputs into a brief for client review and approval. Keep the finished submission with your project.
A focused set of tools for the part of your project that sets everything else in motion.
Reusable templates turn your best intake process into a repeatable starting point. Customize the questions for each project.
Clients get a dedicated request link. No account to create and no new dashboard to figure out.
Collect supporting files alongside the answers they belong to. Keep project materials together in your workspace.
Clients can answer at their own pace. Saved progress makes it easy to leave and continue with the same link.
Give clients a brief to review and approve, so your next step begins with a shared understanding.
Keep approved submissions and their files with the project. Return to the original context when you need it.
Files live in private storage. Client links grant access to their request, so share them only with the intended people.
However you create, start with a clearer picture.
From brand files to website content, start the design with the details in hand.
Explore the workflowBring the goals, references, and creative direction into a brief worth building on.
Explore the workflowCollect the story, source assets, and production details before the first frame.
Explore the workflowTry the core workflow free while we build what comes next.
Applied automatically to your first Starter, Agency, or Pro subscription. Save on your first month or your entire first year. Renewals are at the regular price.
For new paid customers only. Excludes add-ons and existing subscription changes.
Start free today. No card needed. Free includes 1 total project for the account owner and 5 AI interviews per month. Text AI interviews and template drafting are available. Upgrade for more capacity and automatic email and WhatsApp reminders. WhatsApp requires the client's permission.
Create a workspaceFor freelancers and small teams.
Then $19 per month.
Unlimited clients and completed projects.
For growing agencies.
Then $49 per month.
Unlimited clients and completed projects.
For established firms.
Then $99 per month.
Unlimited clients and completed projects.
1 total project, account owner only, 1 GB storage.
Completed and archived projects count toward this limit. No additional members. No card needed.
INCLUDED MONTHLY AI ALLOWANCE5 AI interviews per month
Enterprise is planned. Pricing, included services, and availability have not been announced.
Free includes 5 AI interviews per UTC calendar month. Paid AI allowances are separate from project capacity. On paid plans, drafts, completed projects, and archived projects do not use active capacity, and there is no monthly limit on projects created or completed. Free includes 1 total project across all statuses; completing or archiving it does not make room for another.
Each subscription covers one workspace. Pro allows additional workspaces, which start on Free and require their own subscription for paid capacity.
Choose or change your paid plan from your workspace billing page. Manage billing
Here’s what to know before
your first client request.
Reqelio is a client intake workspace for agencies, freelancers, and service businesses. Create a request from a reusable template, share a secure client link, and collect project answers, files, and final approval in one place.
No. Your client opens their secure project link to answer questions, upload files, and review the submission. They can return through the same link to continue later. Treat this link as private: anyone who has it can access that client request.
You can collect project goals, written answers, brand assets, reference files, and the final approval of a project brief. Templates help you ask for the right information consistently. Do not use a request to collect account passwords or other credentials.
Yes. Answers save as your client works, and they can use the same project link to pick up where they left off. They review their brief before approving it, so an unfinished draft is not treated as a final submission.
Yes. Free includes 1 total project for the account owner, with no additional members or workspaces. Draft, completed, and archived projects all count toward that limit; completing or archiving a project does not reset it. No payment card is requested at signup. You can choose a monthly or annual Starter, Agency, or Pro subscription from your workspace when you need more capacity.
Text AI interviews and AI-assisted template drafting are available. Free includes 5 AI interviews per UTC calendar month. Clients review and confirm proposed answers before those answers are saved to the project. Template drafts can be edited before saving. Paid plans include automatic email and WhatsApp reminders with adjustable schedules. WhatsApp requires the client's permission. Free supports manual notifications. Audio-file transcription is not available yet.
Bring the answers, the assets, and the approval together.
Then get back to the work you love.