Migrating from WDFlow to HubFlow: What Changes and How to Adapt

HubFlow (formerly WDFlow): Top 10 Features You Need to Know

1. Client Portals — Branded, all-in-one client workspaces (files, messages, tasks, forms, contracts).
2. AI Inbox — Unified smart inbox that flags priority messages, drafts replies, schedules meetings, and supports team collaboration.
3. Automated Onboarding & Workflows — Prebuilt templates and automation to onboard clients, trigger tasks, reminders, and handoffs.
4. Secure File Sharing & Storage — Encrypted file transfer, versioning, and organized client file libraries.
5. Forms & eSignatures — Custom client forms, questionnaires, and integrated e-signature capabilities.
6. Client Billing & Payments — Invoicing, payment links, and payment tracking integrated with client records.
7. Integrations & API — Connectors for calendars, email, accounting, CRMs, and an API for custom integrations.
8. Team Collaboration Tools — Internal notes, task assignments, shared inboxes, and role-based permissions.
9. Reporting & ROI Tools — Dashboards for client activity, revenue tracking, and an ROI calculator for firms.
10. Security & Compliance — Security center, privacy controls, and features tailored for service firms (audit logs, access controls).

Source: Hubflo product site and docs (hubflo.com) and recent product overviews.