Features
Everything your clients need, in one app.
Messages, projects, files, signatures, and approvals under your brand. This page is the whole product.
Client Atrium is a white-label client portal for agencies of 1 to 50 people. Each client gets one branded workspace holding messages, files, approvals, e-signatures, and projects. Clients who prefer email can reply to a notification and it lands in the right thread. Plans are priced by team seats, not client count, from a free plan to $449 a month, with unlimited clients on every paid plan.
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 PMvia email reply
Approving now. One note: can the phone number in the header be bigger?
storefront.jpgApproval logged · next stage open
Tied to a workspace
Every thread belongs to a client workspace, so nothing floats free.
Attachments file themselves
Anything attached in a thread lands in the client's folders on its own.
Searchable history
The full history stays searchable, back to the first message.
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
Stage 2 approved Tuesday · logged in the thread
Stages in client language
Each stage reads in your client's words, so nobody asks where things stand.
One decision per gate
Approve or request changes. That is the whole step.
History writes itself
Delivered projects archive a week after delivery into a searchable history.
Timelines
The road to launch, visible to your client.
Every project gets an ordered, dated timeline: what is done, what is in progress, and what is waiting on the client. Your client reads it at a glance instead of asking. The milestone that is stuck on them joins the waiting list and chases itself, and the checklist behind each milestone stays private to your team.
Timeline · Website redesign
2 of 5 doneKickoff and sitemap
Done Feb 6
Design approved
Done Feb 20 · logged in the thread
Build and internal review
In progress · due Mar 6
Content in from you
Waiting on youDue Mar 3
Waiting on you · homepage copy and team photos
Launch
Mar 17
Your client sees this exact list · the reminder handles the chasing
Dates optional
A sequence without dates is a valid timeline. Add dates when they are real.
The reminder does the chasing
A milestone waiting on the client inherits the 48-hour reminder.
Status cannot drift
Done, current, waiting, and upcoming are read from the facts.
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
UploadOne set of folders
Files live with their client, in folders both sides can see.
Email lands here too
Attachments that arrive by email land in the client's workspace.
An export you own
A nightly export to storage you own, arriving at launch.
Waiting 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
Automatic reminder · sent as Meridian Design
“Hi Dana, a quick nudge from us at Meridian: the homepage copy is ready for your OK.”
From hello@meridiandesign.com on the Agency plan
Longest wait first
One list across every client, ordered by how long you've been waiting.
Nudge sooner in one click
The 48-hour reminder is automatic. A nudge right now takes one click.
Under your name
The reminder goes out as your agency. Sending it from your own address arrives with the Agency plan.
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 stay checkable against their record. 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
Consent comes first
Disclosure and signing consent are captured before anyone signs.
Timestamped throughout
Every view, consent, and signature lands in the audit trail with a timestamp.
ESIGN and UETA
The signing flow is built to follow both acts.
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 paid plan.
On the Agency plan, it runs on your domain, with sending from your own address arriving, so Client Atrium appears nowhere your clients look.
Workspace
Their logo on the door
Notifications
hello@meridiandesign.com
Signed PDFs
Their letterhead
Colors
Client sign-in
Invite by email, then a passkey
Yours on every paid plan. Ours gone on Agency.
Yours on every paid plan
Logo and colors are part of every paid plan, not an add-on.
Branded delivery
Invites, notifications, and signed PDFs all carry your brand.
One invite, one password
Clients are invited by email and set a password on the first visit. They can add a passkey after that.
AI helpers
Fourteen features. Every one ships off.
There are fourteen AI features in Client Atrium, and every one of them ships turned off. Ask for the ones you want and we switch them on while per-feature settings roll out: 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
Draft reply ready
“Thanks Dana, we’ll size up the header number today.” Waiting for your edit. Nothing sends itself.
Fourteen helpers
Every one ships off, and stays off until you ask for it.
Drafts wait for you
Reply drafts, summaries, triage, and polish suggest. Nothing sends itself.
Exclude any client
Keep any client's threads out of AI entirely.
And underneath it all
Tenant isolation
Verified by an automated cross-tenant suite before every release.
Archive, never delete
Nothing is hard-deleted. Everything archives instead.
Full export
Everything you put in comes out in readable formats.
One invite, one password
Invited by email, and they set the password themselves on the way in.
That's the whole product.
If it fits your agency, pricing is a free plan and three flat numbers.