Features
Everything your clients need, in one app.
Messages, projects, files, signatures, and approvals under your brand. This page is the whole product.
Messages
Every conversation, attached to the work.
Threads live inside projects. Feedback, decisions, and files stay in context, so nobody digs through an inbox.
If a client is buried, they can reply to the notification email. The reply posts to the right thread, attachments included.
Alex · 2:14 PM
Homepage v2 is up. Take a look when you have a minute, Dana.
Dana · 3:02 PM
Approving now. One note: can the phone number in the header be bigger?
storefront.jpgApproval logged · next stage open
Projects & approvals
Stages a business owner understands.
Kickoff, in progress, ready for review, delivered. When something needs the client, there’s one clear approve or request-changes step.
Finished projects archive themselves into a searchable history.
Homepage refresh
Design reviewHomepage v2 needs your decision
Sent to Dana · Reyes Family Dental
Files
Every file, exactly where you'd look.
Files live with their client, in folders both sides see. Drop a file in a thread and it files itself. Client uploads land there too.
Files · Reyes Family Dental
UploadWaiting on client
The follow-up runs itself.
Mark anything as waiting on the client and it joins one list across your whole book. After 48 quiet hours, a polite reminder goes out under your name.
The moment the client acts, it clears.
Waiting on client · all 34 clients
3 openReyes Family Dental
Homepage copy approval
Hartley & Voss LLP
Signed services agreement
Blue Door Bakery
Approved in the portal · cleared itself
Clears itself the moment the client acts
E-signatures
Contracts signed where the work lives.
Upload a contract, place the fields, set the signing order, send. Every step lands in a tamper-evident audit trail.
The certificate carries the document’s fingerprint, so signed contracts verify on their own. Details on the security page. No separate e-signature subscription.
Services agreement.pdf
2 of 3 signedSignature
Signed by Dana Reyes · IP, time, and consent recorded
White-label
Your brand on every surface.
The app, the invites, the notifications, the signed PDFs. All of it carries your logo and colors on every plan.
On the Agency plan, it runs on your domain and sends from your address. Client Atrium appears nowhere.
Workspace
Their logo on the door
Notifications
hello@meridiandesign.com
Signed PDFs
Their letterhead
Colors
Ours appears nowhere. On any plan.
AI helpers
Fourteen features. Every one ships off.
There are fourteen AI features in Client Atrium, and every one of them ships turned off. Turn on the ones you want, per feature: polish a draft, summarize a long thread, sort your inbox by what needs you first. Each one drafts or suggests, you review and decide. Nothing is ever sent, posted, or answered by a machine on your behalf.
You can keep any client’s threads out of AI entirely, and if you never turn any of it on, the product works exactly the same.
AI helpers
Message polish
Waits for your edit before sending
Thread summaries
Ships off
Inbox triage
Ships off
That's the whole product.
If it fits your agency, pricing is three flat numbers.