Launched January 2, 2024
Hubflo Ai

Hubflo Ai

The AI-powered client portal for professional & creative services.

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The AI-powered client portal for professional & creative services. Streamline client onboarding and deliver a stellar customer experience.

Hubflo AI is an AI-powered client portal that streamlines onboarding and client communication for service firms.

for
Professional and creative service firms that need a client portal.
pricing
paid
works withAPIZapierSMSCustom domain

Key features

8 features of Hubflo Ai
  • Smartdoc completions — Automated document generation with a set number of completions per year.
  • Mass messaging — Send bulk messages to clients directly from the portal.
  • Project/Job tracker — Track client projects and jobs within the portal.
  • SMS notifications — Notify clients via SMS for important updates.
  • API & Zapier access — Integrate Hubflo with other tools using API or Zapier.
  • Conditional logic for forms — Create dynamic forms with conditional sections.
  • Workflow/Automation builder — Design custom automation workflows for client processes.
  • Multi-factor authentication — Add MFA to secure client portal access.

Use cases

  • Onboard new clients with automated forms and documents.
  • Send appointment reminders and updates via SMS.
  • Track project progress and share status with clients.
  • Run recurring tasks and automated workflows for service delivery.
  • Integrate with existing SaaS tools using Zapier or API.

Hubflo Ai pricing

  • Starter$67/mthBilled annually1 internal team member · Max 50 clients · 100 Smartdoc completions /y · 30 GB storage
  • Business$142/mthBilled annually3 internal team members · Max 300 clients · 200 Smartdoc completions /y · 1 TB storage
  • Unlimited$262/mthBilled annually4 internal team members · Unlimited clients · Unlimited Smartdoc completions · 8 TB storage
  • Client portal mobile appStarting from $79/m/monthiOS and Android · Push notifications · Grey-label or fully white-label
  • Implementation assistanceStarting from $599Zoom calls · Data import · Custom setup

Hubflo Ai FAQ

Does Hubflo offer a free trial?+

The provided text does not mention a free trial.

Can I white-label my client portal?+

Hubflo offers grey-label or fully white-label mobile app options.

What integrations are available?+

Hubflo provides API and Zapier access, SMS notifications, and custom domain support.

How is security handled?+

Hubflo includes multi-factor authentication for portal access.

Who is Hubflo designed for?+

It is designed for professional and creative service firms, including agencies, accountants, and tax professionals.

How can I get a mobile app for my portal?+

A client portal mobile app is available for iOS and Android starting at $79 per month.

Summarized by DevHunt from hubflo.com · Oct 4, 2026. Details may change; check the official site.