Interactive demo
See OnBrio in action
Click through the full agency workflow. No signup, no sales call. Client → proposal → signature → invoice paid in under 4 minutes.
Join waitlist→Earn 20% off your first payment
app.onbrio.com/dashboard
Step 1 of 4
Step 1 of 4: Create a client & branded portal. Set up a client profile and send a magic-link portal — no login required for them.
Portal live in under a minute
Create a client & branded portal
Set up a client profile and send a magic-link portal — no login required for them.
- Magic-link access
- No client login
- Your branding
Clients · Meridian Studio · Active
Click through the workflow above.
The complete agency workflow in 4 steps
1
Add a client
Create a client profile, set up their branded portal, and grant access — all from one screen.
2
Send a proposal from template
Pick a template, customize line items and scope, and send. E-signature is built in.
3
Client signs in the portal
Your client reviews and signs in their portal. You get notified instantly.
4
Invoice and get paid
Convert the signed proposal to an invoice in one click. Track draft, sent, viewed, and paid.
What you'll see in the demo
Client portal
Branded workspace for project status, files, and invoices. Magic link access.
Proposal builder
Templates in minutes. Line items, scope, terms, and e-signature in one document.
Invoice tracker
From signed proposal to paid invoice — tracked in one view with Stripe.
Ready to join early access?
Waitlist members get 20% off their first year and priority access as we activate cohorts.
Join waitlist→Earn 20% off your first payment