Running OnBrio as a service, Client Portal

OnBrio Agency Implementation, White-Label Client Portals

Learn to deploy OnBrio as your branded client workspace, automating portal activation on contract signature and collecting payments directly through Stripe. This course covers portal customization, proposal-to-payment workflows, client engagement tracking, and strategies for replacing email-based document management across your agency.

Open the decision record for OnBrio

What does running OnBrio for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$49 (Agency plan) or $99 (Studio plan) – vendor cost
Time to first value
Not published (setup complexity is low, but time to value is days).
Payback
Not modeled – requires agency pricing, labor, usage, overhead, and volume data.

Is OnBrio worth running as a client service?

OnBrio is a cost-effective white-label client portal solution that reduces tool stack and demonstrably improves client experience, but ROI depends on agency-specific pricing and adoption.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • OnBrio subscription (Agency or Studio plan for white-labeling)
  • Stripe account for payment processing
  • Custom domain for white-labeling
  • Brand assets (logo, colors)
  • Proposal and contract templates

People and inputs

  • Client information and project details to populate portals
  • Time for initial setup and workflow configuration
  • OnBrio’s built-in project management tools (Kanban boards, time tracking)
  • Access to OnBrio’s documentation for automation setup

Estimated investment: Lowest paid plan: $49/month (Agency), plus optional setup fees; white-label costs included in higher tiers.

Included with the course

7 working documents for delivering this service.

  • OnBrio Portal Setup Checklistchecklist
  • Client Onboarding SOP with Portal Activationsop
  • Proposal Template for e-Signature Collectiontemplate
  • Stripe Payment Integration Worksheetworksheet
  • Client Engagement Tracking Dashboard Guideguide
  • Custom Domain and Branding Configurationsop
  • Automation Builder Workflow Examplestemplate

Listed by name. These documents are not yet published as individual downloads.