Onvera

Client onboarding OS

Premium onboarding workspace

A modern client OS - Onboarding System for agencies and freelancers.

Onvera turns chaotic handoffs into a premium experience. Build branded onboarding, coordinate teams, and keep every project moving with elegant checklists, approvals, and visibility your clients actually enjoy.

Setup in minutesCancel anytimePremium client UX

Workspace

Studio Aurora

Active
Project Intake01

Auto-collect briefs, assets, and scope.

Timeline Lock-in02

Approve milestones with 1-click review.

Access Control03

Share secure updates with clients.

Team Sync04

Keep feedback and ownership crystal clear.

Live status

Approvals, uploads, timelines

Client uploads82%
Approval timelines61%
Team status94%
4,200+
Projects shipped

Updated live as your workspace grows.

2.4 days
Avg. onboarding time

Updated live as your workspace grows.

65+
Templates ready

Updated live as your workspace grows.

4.9/5
Client satisfaction

Updated live as your workspace grows.

Product tour

Full client onboarding, shown end-to-end.

Show intake, approvals, project tracking, and team coordination in a single polished workspace.

Dashboard preview
Client onboarding
Project approvals
Project tracking
Role-based visibility
Milestone timeline
Brief
Assets
Review
Launch
Client uploads
24

Always visible, always in sync.

Team status
6 / 7

Aligned across approvals.

Template-first workflows

Reusable onboarding flows with smart defaults, approvals, and client-safe checklists.

Real-time collaboration

Invite team members and clients with role-based access that keeps every handoff clean.

Progress visibility

Track milestones, submissions, feedback, and status in a single premium workspace.

Secure access links

Share project views and approvals without exposing the entire workspace.

Client experience

A polished workflow clients actually enjoy.

Share status, collect assets, and keep approvals moving without endless email threads.

Guided onboarding with instant access links

Dynamic project checklists synced across teams

Invite collaborators and tag responsibilities

Deliverables tracked with clean feedback cycles

Premium feel

Built to make your process look expensive.

Combine modern visuals, premium layout structure, and clean motion to make every onboarding step feel intentional.

Client review ready
Approval requested 2 mins ago
Secure access shared
Project portal active
Roles & access

A clear access map for every role.

Keep responsibilities obvious with a structured permissions table for agencies, freelancers, leads, teams, and project members.

RoleAccess scopeTypical actions
AdminFull workspace accessManage templates, teams, billing, and projects
FreelancerSolo workspaceRun projects, invite external members, track approvals
Team LeadAssigned teamsReview submissions, approve deliverables, lead updates
Team MemberAssigned projectsUpdate tasks, upload assets, collaborate on checklists
Project MemberProject-specificView progress, submit assets, respond to feedback
Pricing

Flexible plans for agency and freelancer teams.

Choose the workflow that matches how you deliver projects, from solo studios to full teams.

Agency
Best for multi-client teams

$39

per workspace / month

Unlimited projects
Team roles & permissions
Client portals & approvals
Branded onboarding
Advanced analytics
Priority support
Start Agency Workspace
Freelancer
Built for solo studios

$19

per workspace / month

Unlimited projects
Solo workspace management
Client portals & approvals
Branded onboarding
Project timelines
Standard support
Start Freelancer Workspace
Frequently asked questions

Clear answers for modern service businesses.

Yes. The experience works for agency workspaces and freelancer-led projects with tailored structure for both.

Start now

Turn onboarding into your competitive advantage.

Give every client a premium first impression with structured onboarding, clean approvals, and a workspace that feels built for modern agencies.