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Overview: What is Hubflo?

Hubflo is a client portal designed to simplify the way businesses onboard, collaborate with, and bill their clients–all in one place.

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Written by Hubflo Team
Updated yesterday

As service businesses grow, so do client demands and operational complexity. Whether you’re a digital agency, consultant, accountant, legal firm, or real estate professional, Hubflo helps you deliver a smoother client experience integrating seamlessly with the tools you already use (like ClickUp, Asana, and Stripe).

What Can You Do with Hubflo?

Whether you're just starting out or scaling a 20+ person team, Hubflo helps you streamline:

Client Onboarding

  • Share branded intake forms

  • Collect contracts, e-signatures, and files

Project & Task Collaboration

  • Give clients visibility into task progress (sync from ClickUp, Asana, Monday, etc.)

  • Share files, notes, and updates in one place

  • Keep communication centralized with messaging and @mentions

Messaging

  • Ditch scattered emails and chats—message clients directly in the portal

  • Link discussions to tasks, files, or projects

Secure File Sharing

  • Organize client folders and documents

  • Enable uploads/downloads in one secure place

Billing & Payments

  • Send invoices and collect payments

  • Track payments across all your clients and services

Integrations

  • Sync your tools—Hubflo doesn’t replace them, it connects them

🚀 Next Steps

If you're on a trial or just getting started, check out:

Need help? Reach out anytime from your Hubflo dashboard or email our Support team at [email protected].

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