Your client work is everywhere.
Messages in Gmail, Slack, and WhatsApp. Files in Drive. Tasks in Asana. Your client has to navigate all of it.
Run your entire client workflow in one AI-native workspace.
Bring onboarding, service delivery, billing, and client conversations together, so your team can focus on the work and your clients always know what comes next.
Explore the interactive demoNow multiply that by every client.
More conversations, agreements, files, and next steps to keep track of.
You’re the one holding it all together.
“Did you get my files?” “Which version is final?” “What happens next?” Every scattered conversation comes back to you.
One home for the whole client relationship.
360Onboard brings onboarding and ongoing client management together: projects, agreements, files, forms, messages, tasks, and voice calls, organized by client.
Your entire client workflow
in one subscription.
Replace your Frankenstein stack of subscriptions with 360Onboard.
Forms & intake
Projects & tasks
Agreements & signatures
Video & creative reviews
Client messages
Client file sharing
Platform access
Website feedback & annotation
Client document & content collection
Invoicing & billing
Everything you need to
go from kickoff to delivery.
- Kickoff
- Collect
- Collaborate
- Deliver
Client onboarding
A great relationship.
A better beginning.
Give every client a guided start. Collect the answers, files, signatures, and next steps you need—without another follow-up.
Explore the onboarding demoQuestions in the 360Onboard workflow, shown with sample client details.
File uploads in the 360Onboard workflow, shown with sample client details.
E-signatures in the 360Onboard workflow, shown with sample client details.
Tutorials in the 360Onboard workflow, shown with sample client details.
Scheduling in the 360Onboard workflow, shown with sample client details.
Platform access
Get access.
Get to the good part.
Bring account access into onboarding. Clients can connect supported accounts or follow a clear guide, while you keep track of what’s shared.
See access in the demoMeta accounts in the 360Onboard workflow, shown with sample client details.
Google accounts in the 360Onboard workflow, shown with sample client details.
More platforms in the 360Onboard workflow, shown with sample client details.
Client management
Less checking in.
More moving forward.
Keep projects, conversations, and milestones moving. Create invoices and track payments in the same client workspace.
Explore the client workspaceProjects & tasks in the 360Onboard workflow, shown with sample client details.
Messages in the 360Onboard workflow, shown with sample client details.
Milestones in the 360Onboard workflow, shown with sample client details.
Invoices & payments in the 360Onboard workflow, shown with sample client details.
Feedback & approvals
The right feedback.
In the right place.
A comment on the exact frame. A pin on the website. A conversation attached to the right version. Clear feedback, all the way to approved.
Explore collaborative reviewsWebsites in the 360Onboard workflow, shown with sample client details.
Video in the 360Onboard workflow, shown with sample client details.
PDFs & images in the 360Onboard workflow, shown with sample client details.
AI native. Client focused.Your next pair of hands.
Your next pair of hands.
Already in the workspace.
Build a flow with Copilot. Put your AI assistant to work through MCP. Bring meeting notes into context, and connect your own automations.
Flow CopilotDraft workspace
Build the onboarding steps
Working…batch_add_stepsPrepare the service agreement
Working…read_contract_guideGenerate the contract
Working…generate_contract_documentJuniper · Service agreementDraft document · Ready to review
↗Your flow and contract are ready for a look.
Tell Copilot what comes next…↑
Your assistant. Your client workspace.MCP connected
Claude 360Onboard connected
What’s waiting on Juniper? Check the latest feedback and send them an update.
Working with 360Onboard
Read feedbackCheck tasksSend message
The homepage needs one final change. I’ve sent Juniper an update so they know what’s next.
Juniper & Co.✓ Feedback found
✓ Tasks checked
✓ Update sent
Ask in the assistant you already use. Get work done in 360Onboard.
Juniper & Co.Client conversation
Today
JL
Jordan Lee 10:00 AM
Ready when you are. Let’s walk through the new direction.
Brand direction · Kickoff callJordan + Northstar Studio · 24 minutes
▤Kickoff meeting notesImported
A clear direction for the next round.
- Keep the warmer palette.
- Give the homepage headline more room.
- Share the next revision on Thursday.
Notes are here, Jordan. We’ll have your next version ready Thursday.
Northstar Studio · 10:26 AMJL
Perfect. Everything I need, right here.
Your workflow, connectedAPI & automation
{ }
A new client. A ready workspace.One event starts the next steps.
↯Your appNew client event
360Onboard APIWorkspace connected✓Ready to beginClient work, in sync
Workflow activityIllustrative automation
→
New client receivedEvent✓
Create client recordSuccess✓
Add project tasksSuccess✓
Send welcome messageSuccess✓
Less copy-paste.
More work moving forward.
Built around the way client work
really happens.
Give every client a place to come back to.
Brand the portal for each client with a logo, colors, background, and fonts. Keep active work, files, messages, invoices, and scheduling in reach.
Keep recurring work connected.
Attach questionnaire-only check-ins to recurring tasks and retain a dated history of client responses.
Feedback stays with the version.
Keep review comments tied to the file version and location they describe, so a change in the work does not lose its context.
Keep billing connected to the work.
Create invoices, collect payments through Stripe, and manage one-time or recurring services alongside the work you deliver.
Bring client conversations into view.
Keep messages and imported meeting notes alongside the work, so your team can pick up the thread with context.
Connect AI with clear boundaries.
Use flow copilot and scoped MCP or API access to work with tools available to an authorized account.
Better, connected.The tools you love.
The tools you love.
Part of the same workflow.
Keep the connections that matter.
Bring the client experience together.
Payments
A smooth handoff from yes to paid.
Connect Stripe for one-time payments and Pabbly Subscriptions for recurring plans.
StripeFile storage
Your files. Right where the work is.
Bring connected storage into client files without losing the tools your team already uses.
Google Drive
Dropbox
Box
pCloudMeeting notes
The conversation doesn’t end with the call.
Import notes from supported meeting assistants and keep them with the right client.
Fathom
tl;dv
Read AI
Fireflies.aiAI providers
Bring the intelligence you work with.
Connect supported AI providers for AI-powered work in your workspace.
OpenRouter
Google Gemini
OpenAI
AnthropicScheduling
Make finding a time the easy part.
Share booking links from Calendly, Cal.com, or Google Calendar in your client workflow.
Calendly
Cal.com
Google CalendarMake room for better client work.One subscription.
One subscription.
A more connected way to work.
Starter
A simple start for your onboarding.
$49/ month
Billed monthlyStart free trial - 3 active onboarding flows
- 5 form responses per month
- 1 workspace
- All form templates
- Client completion notifications
Professional
More room for your clients. More of your brand.
$79/ month
Billed monthlyStart free trial - Everything in Starter, plus
- 10 active flows · 15 form responses per month
- 15 active client portals
- Custom domain & branding
- Reminders & white-label emails
- 15 personalized client links
- 3 team seats · 1 workspace
- AI builders & native integrations
Agency
For the team with bigger things ahead.
$99/ month
Billed monthlyStart free trial - Everything in Professional, plus
- Unlimited flows & form responses
- Unlimited active client portals
- Unlimited personalized links
- Webhooks & API access
- 20 team seats · 5 workspaces
Find the fit for your team.
Compare all plan details
A little more breathing room around the headline?
On it. Updated for you. ✓Resolved ✓