A portal that feels like you.
Set your agency’s branding or give an individual client their own logo, colors, background, and fonts. Keep their work, messages, files, and invoices in a familiar space.
Juniper & Co. · Your client portal
✓360Onboard / ProductThe whole relationship.
The whole relationship.
One place to return to.
Give your team and your clients a shared home for projects, conversations, deliverables, and billing. Keep the next step visible long after onboarding is done.
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.
Inside client management.Every detail.
Every detail.
A more thoughtful experience.
Turn the plan into progress.
Organize projects, assign tasks, and track milestones. Attach a flow to a client task so completing the flow can complete the task too.
Brand identity · 4 of 6 tasks complete
✓Conversations with their context.
Keep client messages, group conversations, attachments, and work references together. Bring imported meeting notes into the conversation so decisions stay easy to find.
Brand direction · Conversation + meeting notes
✓Files that stay with the relationship.
Collect uploads, share links, and organize deliverables by client. Review a website, document, or video without losing track of which version people are talking about.
Brand assets · Version 3 · In review
✓Keep billing connected to the work.
Create invoices, record payments, and connect payment options. Keep invoices and service details available to the client alongside the work they relate to.
Invoice #1048 · Payment received
✓Make ongoing work feel organized.
Use services, delivery plans, recurring tasks, and questionnaire check-ins for relationships that continue after the first project. Earlier responses remain part of the history.
Monthly check-in · Next occurrence scheduled
✓Good questions.A little more
A little more
clarity.
What does the client see?+
Their client-facing portal shows the work, files, messages, and next steps shared with them. Your team manages the relationship from the agency workspace.
Can I brand portals per client?+
Yes. Keep an agency-wide default or save an individual client’s identity. Their saved branding can be retained when you switch back to the agency default.
Does it include billing?+
Yes. Invoice and payment workflows sit alongside client management. Payment processing and connected services retain their own fees and requirements.
