How Client Atrium works.
This page walks through the whole product, in the order your clients would meet it. No highlights reel; this is everything it does today.
Workspaces, under your brand
Every client gets a private workspace: their threads, their files, their projects, their documents to sign. The workspace carries your logo and your colors on every plan, and on the Agency plan it lives on your own domain with email sent from your address.
Your clients see your agency’s name on the door, and on the Agency plan even the address bar and the email sender are yours.
Welcome back, Dana
Homepage refresh
In design review
Services agreement
Ready to sign
Their logo, their colors, their domain. Our name appears nowhere.
Threads that work over plain email
This is the part that makes everything else work. Every notification a client receives is a normal email from your agency. When they hit reply, the reply posts into the right portal thread, attachments included. They never create an account, never set a password, and never learn a tool.
On your side, the whole exchange lives in one thread with full history. A client who loves the portal can use the portal. A client who ignores it loses nothing, and so do you.
Looks great. One thing: can we make the phone number bigger in the header? Photo of our storefront attached.
Dana Reyes
Reyes Family Dental
Sent from her inbox, like any other email
Alex · 2:14 PM
Homepage design is ready for your review, Dana.
Dana · 3:02 PM · via email
Looks great. One thing: can we make the phone number bigger in the header? Photo of our storefront attached.
Landed in the thread, and the waiting status cleared itself.
Waiting on client, tracked for you
Mark any thread as waiting on the client and it joins one list across your whole client book, ordered by how long each wait has run. If a client stays quiet for 48 hours, a polite reminder goes out under your agency’s name. You can nudge sooner with one click, and the moment they answer, the item clears itself.
Agencies lose more margin to waiting than to anything else. This list is where that stops being invisible.
Waiting on client
3 open- 2 daysReminder sent
Reyes Family Dental
Homepage copy approval
- 4 days
Hartley & Voss LLP
Signed services agreement
- 6 days
Blue Door Bakery
Product photos for the menu page
Clears itself the moment the client replies
E-signatures, built in
Upload a contract, place the signature fields, set the signing order, and send. Signers get a disclosure and consent step first, every action lands in a tamper-evident audit trail, and the final certificate carries the document’s cryptographic fingerprint, so an executed contract stands on its own. This follows ESIGN and UETA, the U.S. federal and state laws that make electronic signatures binding; the details are on the security page.
For most agency agreements this replaces a separate e-signature subscription outright.
Files, where the client is
Files live in the workspace of the client they belong to, in folders both sides can see. Drag a file into a thread and it files itself. When a client emails an attachment, it lands in their workspace too, which is the end of digging through your inbox for the logo they sent in March.
Projects your clients can follow
Projects move through stages written in client language: kickoff, in progress, ready for your review, delivered. When something needs the client, there is one clear approve-or-request-changes step, and that approval lands in the thread like everything else.
A week after delivery, finished projects archive themselves into a searchable history, so the workspace always shows what matters now.
AI helpers, every one of them off by default
The Agency plan and up add helpers that polish a draft, summarize a long thread, and triage what needs you first. Each one is a separate switch, and every switch ships off. Drafts always wait for your edit before anything sends, and you can exclude any client’s threads from AI entirely. If you never turn any of this on, the product works exactly the same.
That is the whole product. If it sounds like it would fit your agency, the pricing is three flat numbers.
See plans and pricing