OnBrio
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For Consultants

The client OS for consulting firms.

Manage engagements, track billable hours, send professional proposals, and give clients a secure portal — all in one platform designed for the way consultants work.

Join waitlist→Earn 20% off your first payment

The problems every consulting firms knows.

Billing for time is a nightmare

You track hours in a spreadsheet, calculate manually, build an invoice in Word, email it as a PDF, and chase payment 30 days later. Every month. For every client.

Scope creep eats your margin

Clients add requests. You do the work. The invoice doesn't change because there's no system to track what was agreed vs what was delivered.

Sharing deliverables is clunky

Sensitive reports and strategy decks go over email or Dropbox. No audit trail. No version control. No way to see if the client actually opened it.

Built for how consulting firms actually work.

Every feature designed around your specific workflow — not bolted on.

Time tracking → invoice in one click
Log hours directly against an engagement. At billing time, OnBrio generates the invoice from your time entries — line items, rates, and all.
Proposal templates that win more work
Professional scoped proposals with pricing tables and e-signature. Clients sign inside their portal — no printing, no PDF chase.
Secure client portal for deliverables
Each client gets a white-label portal for reports, decks, and feedback. Full audit log of who opened what and when.
Retainer billing & recurring invoices
Set up monthly retainers once. OnBrio charges automatically on schedule — no monthly admin.
Cashflow forecasting
See projected revenue from active engagements and retainers. Know your runway at a glance.
AI that learns your business
Agency Brain reads your past engagements to surface patterns — typical project length, average deal size, at-risk clients.

Your workflow, end to end.

1
Qualify and propose
Log the lead in CRM, draft a scoped proposal with your rate card, and send for e-signature — all from one workspace.
2
Kick off the engagement
Contract signed triggers a client portal invite and onboarding checklist automatically.
3
Track time and manage delivery
Log billable hours, share deliverables securely, and collect client feedback in one place.
4
Invoice and get paid
Generate invoices from time logs in one click. Set up retainer billing for ongoing work. Chase payment automatically.

“We replaced Harvest, HelloSign, Basecamp, and QuickBooks for client billing with OnBrio. Took a weekend. Saved $290/mo.”

Marcus Chen
Principal, Lighthouse Strategy
$290/mo saved on tools
FAQ

Common questions.

Yes. OnBrio is built around the consulting workflow: track billable time, scope engagements, send proposals, manage retainers, and deliver reports through a secure client portal. It's not a generic project management tool repurposed for consultants — it's purpose-built for client-facing engagements.
You log hours directly against an engagement or client in OnBrio. When it's time to bill, OnBrio generates an invoice from your time entries automatically — pulling in descriptions, hourly rates, and totals. No manual calculation, no spreadsheet.
Yes. You define the retainer amount and billing cycle once, and OnBrio sends the invoice and processes payment automatically on schedule. You get notified when it goes out and when it gets paid.
The client portal uses encrypted storage and access-controlled links. Every document view, download, and interaction is logged with a timestamp and user ID. You always know who saw what and when — which is especially important for confidential strategy work.
The Solo plan is $29/mo (annual) and covers unlimited clients, time tracking, invoicing, proposals, e-signatures, and the client portal. If you have a small team, the Agency plan at $69/mo adds multiple seats and advanced automation.

The OS for consulting firms.

Start free. No credit card. Set up in 30 minutes.

Join waitlist→Earn 20% off your first payment