Product

Long Drive Group Portal

The client onboarding and operations portal every Long Drive client flows through. 17 steps from token invite to signed agreement, invoiced, folder-shared, and onboarded.

One door, every engagement.

The Portal is the spine that makes sure every engagement starts the same way. A token-based invite carries a client through account setup, company info, digital agreement, payment, Google Drive folder creation, brand capture, service intakes, and compliance, all config-driven so the right questions get asked for the right division.

17-step onboardingQBO + Google DriveDigital agreementsRLS-secured

Capabilities

What It Does.

17-Step Onboarding

A config-driven journey: sections can be toggled, services pre-selected, and agreement fields pre-filled per engagement.

Digital Agreements

jsPDF-generated contracts with digital signatures, dynamic fields, and billing-authorization capture.

QuickBooks Invoicing

OAuth-connected to the client's QBO (or LDG's): invoice on payment step, ACH or card, full address collection for AVS.

Google Drive Folders

Per-client shared folders provisioned during onboarding. Admin upload, client download, and folder-level access control.

LDL Bridge

HMAC-signed events sync the client record with Long Drive Leads so identity stays matched across systems.

Client Dashboard

After onboarding, clients get agreement viewer, brand assets, file browser, reports, service intakes, and a support widget.

Onboarding steps

27K

Lines of code

11+

Migrations

Live

Status

Next Step

See The Portal.

Clients access the portal directly. Partners and operators can tour it on request.

Open Portal →All Products

Talk To Us

Interested?

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