OnBrioClient Portal Software
A white-label client portal your clients will actually use.
Give every client a branded, password-protected workspace for proposals, contracts, invoices, deliverables, and communication — under your domain, with your logo.
Join waitlist→Earn 20% off your first payment
What Client Portal in OnBrio gives you.
Fully white-label
Your brand, your domain, your colors. Clients never see "OnBrio" — they see your agency. Available on all plans.
Secure, organized, and permanent
Every document, approval, and invoice stored in one place. Full audit trail. Clients access anytime — not just when you forward an email.
Activated automatically on contract sign
When a client signs, their portal goes live instantly — with their proposal, contract, and first invoice already loaded.
How it works.
1
Set up your brand
Upload your logo, set your brand colors, and add your custom domain. Takes 5 minutes. Done once.
2
Contract signed → portal live
When a client signs a contract, their portal is created automatically. They get an invite with login instructions.
3
Deliver everything inside
Proposals, invoices, deliverables, approvals, and messages all live in the portal. No email attachments.
4
Track engagement
See when clients open documents, view deliverables, and read invoices. Know who is engaged and who has gone quiet.
The old way vs OnBrio.
Stop duct-taping tools together.
The old way
OnBrio
Emailing PDFs and hoping clients find them
Everything in one permanent branded workspace
Clients reply to old email threads
Structured portal messaging with context
No idea if client opened the proposal
Real-time view tracking and read receipts
Separate logins for every tool you use
One portal for proposals, contracts, invoices, files
FAQ
Common questions.
A white-label client portal is a branded, password-protected workspace that your clients log in to. It carries your agency name, logo, and domain — not the name of the software powering it. In OnBrio, clients see your brand at every touchpoint: the login page, emails, invoices, and the portal itself.
Yes. Every OnBrio plan — Solo ($29/mo), Agency ($69/mo), and Studio ($149/mo) — includes the client portal. White-label with a custom domain is available on Agency and Studio plans.
Yes. Invoices are sent directly to the client portal. Clients can review line items and pay by card or bank transfer without leaving the portal. You are notified as soon as payment clears.
Adding a CNAME record in your DNS takes about 5 minutes. DNS propagation typically completes within 10–30 minutes. OnBrio handles SSL certificate provisioning automatically once your domain points to us.
Each client has their own isolated workspace. Access is protected by password authentication. All data is encrypted in transit and at rest. A full audit trail records every document view, signature, payment, and message.
Client Portal that actually works for your team.
Free to start. No credit card. Full feature access.
Join waitlist→Earn 20% off your first payment