A warm start, without the admin avalanche.
The client sees one thoughtful welcome and three clear requests—not your entire internal checklist.
Client onboarding, reimagined as a shared experience
Make the first
thirty days feel
effortless.
ClientAtlas is an onboarding portal for agencies and professional service teams. Create a repeatable client journey, collect requested materials, track decisions, and keep both sides aligned without long email chains.
NEW FILEbrand-archive.zipreceived 2 min ago
DECISIONDirection Bapproved by client
NEXT STEPBook kickoffowner · Maya
See the journey
THE SHARED ROOMNot another dashboard.
Not another dashboard.
A clear place to move forward.
Clients see a calm, focused path. Your team keeps the process, ownership, and context needed to guide them.
Atlas & Loom
24% ready for kickoffEvery handoff feels intentional.
Start with confidence, not a wall of requests.
Send one considered welcome and reveal only what the client needs right now.
Hi, Atlas & LoomHere’s how we’ll begin.3 simple steps · about 12 minutes
Collect materials with the context still attached.
Every upload explains why it matters and what it unlocks next.
✓ Goals✓ Brand archive→ Stakeholders
Turn approvals into visible project moments.
Keep options, feedback, the choice, and its impact together.
SELECTEDDirection BApproved · 30 July
Arrive at kickoff already aligned.
Bring goals, people, files, decisions, and questions into the first session.
12
AUG / 10:00Kickoff workshop
READYLess admin.
More certainty.
- One welcoming link
- A visible next step
- Plain-language requests
- Progress without chasing
Less chasing.
More control.
- Reusable journey recipes
- Owners and due dates
- Outstanding-request view
- Decision history
ClientAtlas organizes onboarding work from sources your team controls. It does not process payments, scrape personal data, resell client files, or make automated decisions about people.
Open the product ↗Permanent software licenses
Pay once. Keep your edition.
No subscription, automatic renewal, or recurring charge.
Welcome
A permanent license for a small service team.
$199 USD once
- 5 team members
- 10 active client portals
- Task templates
- Client progress view
Guide
A permanent license for a growing agency.
$250 USD once
- 15 team members
- 50 active portals
- Custom intake forms
- Reusable journey templates
Partner
A permanent multi-team onboarding license.
$500 USD once
- 50 team members
- Unlimited portals
- Workspace roles
- Branded exports
ⓘ
This is a one-time purchase of the selected software edition. Access instructions are sent to the email used at checkout after payment is confirmed.
No fine-print surprises.
Is ClientAtlas a subscription?
No. The editions are permanent licenses paid once.
How is access delivered?
Activation instructions are sent after payment confirmation.
Can we use our own process?
Yes. Templates reflect your stages, requests, owners, and approvals.
Does it process payments?
No. ClientAtlas is an onboarding workspace.