OnBrioOne AI workspace to run
your entire agency
Agency Brain knows every client, project, and invoice. Ask it anything, then approve proposals, contracts, and payments in the same tab.
You're running your agency in 15 tabs.
Proposal in Google Docs. Contract in DocuSign. Project in Asana. Invoice in FreshBooks. Client files in Dropbox. Messages in Slack. Each tool adds friction, cost, and a new place for things to fall through the cracks.
One tab. Everything.
OnBrio replaces all of it: proposals, contracts, client portal, project management, invoicing, and AI. One unified workspace. No more context switching, no more duplicate data.
Four tools in one platform.
Every feature your agency needs. No per-feature upsells.
Client Portal
Give every client a branded, secure portal for their projects, files, invoices, and approvals.
Proposals + E-Sign
Drag-and-drop proposal builder with interactive pricing and built-in e-signature.
Project Management
Kanban, list, and Gantt views, with client-visible progress in their portal.
Invoicing + Stripe
Generate invoices from time logs. Collect payment online. Set up recurring retainers.
The AI that runs your agency and asks before it acts.
See the full workflow in under 4 minutes.
Agency Brain isn't a generic chatbot. It reads every client, project, invoice, and message in your account, then answers questions, spots problems before they escalate, and drafts the work for you. You just tap Confirm before anything sends.
It remembers everything
Every client, project, invoice, and message. Indexed automatically. Zero manual input.
- Full client history & context
- Your SOPs & process library
- Past project results & pricing
- Revenue patterns & forecasts
Ask anything, plainly
Type a question in plain English. Get a real answer from your actual business data.
- "Who hasn't paid this month?"
- "What did we charge for branding?"
- "Summarize Studio Nine's account"
- "Which project is over budget?"
Never miss a risk
Proactive alerts surface issues before they cost you clients or cashflow.
- Overdue invoice alerts
- At-risk client detection
- Missed follow-up reminders
- Deadline & scope warnings
Not just advice. Action.
Tell Brain to draft, create, or send. You approve with one tap, then it executes.
- Draft proposals instantly
- Write client follow-ups
- Summarize project status
- Generate & send invoices
Click through the real product.
No credit card required. Client to proposal to signature to invoice paid: one connected workspace.
Step 1 of 4
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
Want every feature? Explore all features →
Ready in 30 minutes.
Import your clients, send your first proposal, and set up your client portal. All before lunch.
Import your clients
Upload a CSV or add clients manually. Contacts, company info, and history are mapped automatically.
Send your first proposal
Pick a template, add your pricing, and send for e-signature. Your client signs directly in their portal.
Collect your first payment
Invoice generated from the signed proposal. Client pays via Stripe (card or ACH). Money in your account.
Built for freelancers and growing agencies.
Same workspace: tuned for how you actually run client work.
Freelancers
Look like a full agency without the tool stack. Proposals, portals, invoicing, and time tracking in one place.
See freelancer page →Agencies
Standardize delivery across clients, assign work with clear ownership, and track revenue from inquiry to invoice.
See agency page →More features. Lower price.
| Feature | OnBrio | HoneyBook / Dubsado |
|---|---|---|
| Monthly price | $29/mo | $39-$89+/mo |
| Proposals + e-sign | Included | Add-on extra |
| Client portal | White-label | × |
| Project management | Included | Limited |
| Time tracking → invoice | Included | Separate tool |
| AI that acts (not just chat) | Included | × |
| Setup time | 30 minutes | Days to weeks |
| Monthly cost | From $29 | $39-$89+/mo |
What switching looks like.
Workflow outcomes agencies care about. Not paid reviews.
“We stopped bouncing between Harvest, HelloSign, Basecamp, and a spreadsheet. Proposals, signatures, projects, and invoices now live in one place.”
“Proposals used to sit in Google Docs for days. Clients now review and sign inside the portal, so deals move without the chase.”
“I sent a proposal in the morning, got the signature before lunch, and had the invoice out the same afternoon. That workflow is why we switched.”
Simple pricing. No surprises.
Start free during early access. Upgrade only when you need it. No per-seat fees that sneak up on you.
- Clients & projects
- Proposals + e-signature
- Invoicing + Stripe
- Client portal (OnBrio branded)
- Project management
- 5 team seats
- All Solo features
- White-label portal + custom domain
- Agency Brain AI
- QuickBooks / Xero sync
- Unlimited clients
- All Starter features
- Time tracking → invoice
- AI Copilot
- Full automation builder
Common questions.
Your first client is waiting.
Start free. No card needed. Free during early access.