Portuguese for Client Onboarding: Gather Project Requirements
Set up a project with a clear onboarding conversation and a concise checklist of the information you need from the client.
Real Life Portuguese · 7 min read · Updated October 15, 2026
The short answer
Kickoff meeting is often used in Brazilian workplaces, but reunião inicial is an easy Portuguese alternative. Explain the purpose of the first meeting and which people need to attend.
Welcome the client and explain the kickoff
Ask who will approve decisions and which contact person can answer day-to-day questions. That prevents messages from getting lost among several stakeholders.
Na reunião inicial, vamos confirmar objetivos e responsabilidades.
At the kickoff meeting, we'll confirm goals and responsibilities.
Quem será a pessoa responsável pelas aprovações?
Who will be responsible for approvals?
Request the files and details you need
Use material de referência for reference material, arquivo for file, and acesso for access. Ask which files already exist and where the client prefers to share them.
Request only what you need for the project. If a permission or login is required, follow the client's approved process instead of asking them to send sensitive credentials in a message.
Você pode compartilhar os arquivos de referência nesta pasta?
Can you share the reference files in this folder?
Qual versão do documento devemos usar?
Which version of the document should we use?
Agree on communication and approvals
Ask which channel the team uses for project updates and how quickly it expects to review drafts. Prazo de aprovação means approval deadline; responsável means the person responsible.
Summarize the agreed workflow in writing so the client can correct anything before the work begins.
Preferem receber atualizações por e-mail ou mensagem?
Do you prefer to receive updates by email or message?
Quem aprova a versão final?
Who approves the final version?
Put it into practice
A clear onboarding conversation identifies goals, owners, files, communication channels, and approval steps.
Quick practice
Which Portuguese example matches “Can you share the reference files in this folder”?
Choose an answer to check yourself.
Keep practicing with the Real Life Portuguese app
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