Orbinly is a branded client portal platform for agencies and freelancers. Your team gets one workspace to run clients, projects, invoices, proposals, contracts, files and messages. Your clients get a portal with your logo and colors, where they see only their own work and can pay, sign, upload and reply without a pile of email threads.

Where to start

• Brand new? Read Creating your agency account, then work through The Get started checklist.
• Want to look around before adding real data? Explore with sample data.
• Ready to bring a client on? Inviting your first client.
• Setting up your brand? Make the portal yours.
• Comparing plans? See Plans compared.

How this Help Center is organized

• Getting started: your first day, step by step.
• Your workspace: the dashboard, apps, notifications, team and settings.
• Clients & contacts: the CRM, portal access, roles, tags, custom fields and deals.
• Projects & work: projects, tasks, milestones, templates, time tracking and calendars.
• Invoicing & payments: invoices, recurring billing, Stripe, packages.
• Documents & approvals: proposals, contracts, forms, document requests and files.
• Communication & support: messages, Help Desk, notifications, the AI Assistant.
• Automation & integrations: automations, embedded apps, the API and webhooks.
• Your client portal: branding, domains, the welcome page, and what your clients see.
• Plans & billing, Security & privacy, Troubleshooting and Get help.