OnBrio review
A broad client portal workspace with a free tier and paid agency controls.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
OnBrio combines client portals with CRM, proposals, e-signatures, contracts, invoicing, project management, time tracking, automation, intake forms, and AI features. It is designed for freelancers, agencies, and consulting firms that want client-facing work and internal delivery in one web-based workspace. Portals can present proposals, contracts, invoices, deliverables, approvals, files, and messages under a branded client experience.
The pricing structure starts with a free Starter plan covering clients and projects, proposals and e-signatures, Stripe payments, a client portal, and time tracking. Solo costs $29 per month with annual billing and adds unlimited clients and projects, an automation builder, custom portal branding and domain, and priority support. Agency costs $69 per month with annual billing and adds five team seats, role permissions, white-label portals, QuickBooks and Xero sync, portfolio analytics, and a dedicated onboarding call. Studio costs $149 per month with annual billing and adds unlimited seats, unlimited brands, multi-brand sub-workspaces, a white-label custom-domain portal, and API access. Enterprise adds unlimited seats, single sign-on, a custom DPA, a dedicated account manager, and SLA-backed support.
Its strongest fit is a freelancer or agency that needs more than file sharing: interactive pricing, e-signatures, linked contract templates, Stripe invoicing, Kanban, list and Gantt views, follow-up automation, intake questionnaires, and engagement tracking are all part of the product scope. The AI workspace assistant works with client, project, invoice, and message data. Choose OnBrio when branded client communication and operational breadth matter. It is less suitable for teams that need custom branding, accounting sync, or API access while staying on the free tier, since those capabilities are tied to higher plans.
OnBrio pros and cons
- Where it wins
- Free Starter plan includes portals, proposals, invoicing, and time tracking
- Branded portals cover contracts, approvals, files, messages, and deliverables
- Agency and Studio plans add accounting sync, white-labeling, and API access
- Where it doesn't
- Custom portal branding and domains start on the Solo plan
- QuickBooks and Xero sync starts on the Agency plan
- API access is available only on the Studio plan
OnBrio fact sheet, pricing and score →
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