Walk the portal

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.

Walk through a client journey ↗Buy once from €199
NEW FILEbrand-archive.zipreceived 2 min ago
DECISIONDirection Bapproved by client
NEXT STEPBook kickoffowner · Maya
See the journey
THE SHARED ROOM

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.

LIVE ONBOARDING ROOM
Atlas & Loom
24% ready for kickoff
THE CURRENT MOMENT

A warm start, without the admin avalanche.

The client sees one thoughtful welcome and three clear requests—not your entire internal checklist.

ONE FLOW / FOUR MOMENTS

Every handoff feels intentional.

01WELCOME

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
02GATHER

Collect materials with the context still attached.

Every upload explains why it matters and what it unlocks next.

✓ Goals✓ Brand archive→ Stakeholders
03DECIDE

Turn approvals into visible project moments.

Keep options, feedback, the choice, and its impact together.

SELECTEDDirection BApproved · 30 July
04BEGIN

Arrive at kickoff already aligned.

Bring goals, people, files, decisions, and questions into the first session.

12

AUG / 10:00Kickoff workshop

READY
BUILT WITH CLEAR BOUNDARIES

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 ↗
Licensing, without the maze

A calm start for
every client team.

Pick the portal capacity that matches the way your studio works. Pay once, then keep the edition.

STEP 1Welcome edition illustration

Welcome

A permanent license for a small service team.

€199EUR · ONE TIME

  • 5 team members
  • 10 active client portals
  • Task templates
  • Client progress view
STEP 2Guide edition illustration

Guide

A permanent license for a growing agency.

€249EUR · ONE TIME

  • 15 team members
  • 50 active portals
  • Custom intake forms
  • Reusable journey templates
STEP 3Partner edition illustration

Partner

A permanent multi-team onboarding license.

€300EUR · ONE TIME

  • 50 team members
  • Unlimited portals
  • Workspace roles
  • Branded exports

One payment · permanent software edition · no automatic renewal · secure checkout by PayPro Global

LIVE & READY

Fully operational.
Ready from day one.

Is ClientAtlas live and fully functional?

Yes. ClientAtlas is live, fully operational, and ready for production use today.

How is access delivered?

After PayPro Global confirms payment, activation instructions are automatically sent to the customer's checkout email.

Can we use our own process?

Yes. The working templates can be configured around your stages, requests, owners, and approval flow.

How are payments handled?

PayPro Global securely handles checkout, payment processing, and applicable tax. ClientAtlas then activates the purchased permanent software edition.