Client Funding Portal for ShekelStack

Shekel Stack was spending too much time on manual onboarding, invoicing, and document handling. Their clients had to go through different touchpoints, which slowed things down.

I built them a client portal using Softr on top of Monday.com. Through the portal, clients can log in, complete onboarding, access invoices, and view ongoing information in one place. I also integrated DocuSign so contracts could be generated and signed directly through the process, eliminating back-and-forth emails.

This gave Shekel Stack a streamlined system: less manual work, faster client onboarding, and a more professional, seamless experience for their customers.