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Changelog
What's new in OnBrio
Product updates, new features, and improvements — shipped in the open.
May 20, 2026
Early Access- →Waitlist now open — join to lock in 20% off your first year
- →AI Copilot v1: draft client follow-ups, flag overdue tasks, summarize project health in one click
- →Proposal deposit collection — clients can pay a deposit before signing, all in the same link
- →Improved mobile layout for client portal — full portal now usable from any device
- →Bulk CSV import for contacts with duplicate detection
May 12, 2026
Improvement- →Recurring invoice schedules — set frequency once, invoices generate automatically
- →Cashflow dashboard: 30/60/90-day bar chart with running balance and overdue highlights
- →Time tracking: mark entries as billable/non-billable, generate invoices from unbilled hours
- →Contract clause library — save and reuse standard clauses across templates
- →Fixed: proposal PDF generation on Windows locale settings
May 5, 2026
Improvement- →Gantt timeline view for projects — drag tasks to reschedule across milestones
- →Calendar view: month + week, drag-to-reschedule on both
- →Subtasks, labels, and recurrence rules on all tasks
- →Task comments with @mentions and file attachments
- →CRM activity feed: log calls, meetings, and notes per contact
April 2026
Beta- →Client portal: branded, no-login magic-link access for clients
- →Kanban project boards with custom columns and drag-and-drop
- →Stripe invoicing — create, send, and collect payments in one flow
- →Proposal e-signatures — legally binding signatures without a DocuSign account
- →Payment recording: partial payments, multiple methods, payment history per invoice
March 2026
Alpha- →CRM with lead pipeline — 6 stages from inquiry to won/lost
- →Contract management with digital signatures and clause library
- →Team management with role-based permissions (owner, manager, member)
- →White-label domain and logo support for client-facing pages
- →Row-level security applied to all workspace data (no cross-tenant leakage)
February 2026
Foundation- →Workspace setup and multi-tenant architecture
- →Supabase Auth with email + Google OAuth
- →Onboarding flow: workspace name, type, team size, first client
- →Core data model: clients, projects, tasks, invoices, proposals
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