OnBrio

OnBrio is an agency workspace that brings client management, project work, proposals, contracts, and billing together. It suits freelancers and agencies that want clients to see project progress as well as receive and pay for work in one portal. The early-access free plan makes it approachable, but teams should weigh its annual paid-plan commitments and its still-future SOC 2 Type II certification.

Overview

OnBrio combines CRM, proposals with e-signatures, contracts, invoicing, project management, a client portal, and AI. That breadth can reduce the need to stitch together separate tools for client work, particularly for service businesses handling proposals through recurring billing. Its value depends on wanting this combined workflow; it is not just a project tracker or a standalone portal.

Agency Brain can answer questions using workspace data, surface risks, and draft work for user approval before taking action. Keeping drafts subject to approval is a sensible boundary for AI in client operations, though the described role is an assistant to the workspace rather than an autonomous operator.

Key features

Projects and client visibility

Kanban, list, and Gantt views let teams choose among board, task-list, and timeline-style project tracking. Clients can see progress in the portal, which may reduce the gap between internal tracking and client communication. OnBrio also includes time tracking and can generate invoices from time logs, a useful link for teams billing by hours.

Proposals, portals, and payments

Proposals with e-signatures, contracts, and invoicing put several steps of client work in one workspace. Stripe handles payments, including recurring retainers. The Starter plan uses an OnBrio-branded portal; custom branding and a domain begin with Solo, while Agency adds a white-label portal. That progression matters if a client-facing workspace needs to look like the agency’s own service rather than a third-party product.

Security and portability

OnBrio says it encrypts traffic in transit with TLS and data at rest, and isolates workspace data by account with role-based permissions. It supports GDPR export and deletion requests, offers DPAs during early access, and lets customers export clients, projects, invoices, and contracts at any time. It also says it does not sell customer data. These are useful safeguards and exit options, but organizations that require current SOC 2 Type II certification should look elsewhere: certification is on OnBrio’s post-launch roadmap.

Pricing

OnBrio is freemium, with Starter free during early access and no trial clock or credit-card requirement. There is no free trial. Paid prices below are billed annually, so they are commitments to consider against a monthly workflow.

Platforms

OnBrio is available on the web and through an API. That covers browser-based work and API access for integrations or custom workflows; the listed platforms do not include dedicated mobile or desktop apps.

Who it's for

OnBrio is best suited to freelancers and growing agencies that want proposals, delivery tracking, client communication, and payments connected in one system. Solo is aimed at an independent operator, Agency at a team of up to five seats, and Studio at teams needing unlimited seats and multiple brand workspaces. Enterprise is positioned for multi-brand groups with requirements such as SSO and SLA-backed support.

It is a weaker fit for buyers who need SOC 2 Type II certification now, or who want a paid plan without annual billing. Smaller teams that only need a client portal may also find OnBrio broader than necessary.

Pros and cons

• Pros: Client work spans proposals, e-signatures, contracts, project tracking, time-based invoicing, and Stripe payments, reducing handoffs between these tasks.
• Pros: Client-visible project progress and white-label portal options make the workspace useful beyond internal task management.
• Pros: Starter is free during early access without a trial deadline or credit-card requirement, giving freelancers a low-risk starting point.
• Pros: Exportable core records and stated GDPR export and deletion support give customers meaningful data-portability options.
• Cons: Paid tiers are quoted with annual billing, which is less flexible for teams that want to pay month to month.
• Cons: Agency is capped at five seats; unlimited seats require Studio at $149 a month, billed annually.
• Cons: SOC 2 Type II certification is a post-launch roadmap item, ruling it out for buyers that require that certification today.

Alternatives

If a client portal is the priority, compare Customer Portal Software options. FuseBase is another freemium portal option, with a free plan for one client portal and one workspace and apps across mobile, desktop, web, and browser extension. Assembly may suit buyers seeking a free starting tier with five active contacts, one internal user, three apps, and community support.

Kitchen.co is worth considering for a small team that wants a free plan with two internal users, unlimited clients and projects, and 2 GB storage. Dock offers a free tier with capped workspaces and sales-content assets, while ProjectSend is the alternative to consider for self-hosted, open-source file sharing with no caps on users, clients, files, or storage.

SuperOkay is another web-based freemium option. Tarkle Portal offers a free plan with 5 GB cloud storage and one team member. Xpand Portal has no free plan, but offers a 30-day free trial and a Starter plan priced at €399 a month with a one-year minimum commitment.

Verdict

Choose OnBrio if you are a freelancer or agency that wants client management, project visibility, proposals, and billing to work together, and the early-access free plan or annual paid tiers fit your needs. Its strongest case is the connected client-service workflow, from signed proposal through tracked work to payment. Look elsewhere if current SOC 2 Type II certification, monthly paid billing, or more than five seats at the Agency tier is essential.