Orchestra is a white-label client portal and task manager for agencies with payments and docs. Plans start at $25/month billed yearly, with a 14-day trial.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Orchestra is a client portal and task management platform built for digital agencies and productized service businesses. Agencies use it to accept payments, manage tasks and documents, and communicate with clients from a white-labeled portal that runs on their own domain name and branding.
The company says more than 700 agencies use it. Founder Anthony Riera describes the goal as replacing a patchwork of tools with one product designed around agency work, rather than software made for other industries.
Setup follows four steps on the company's site. An agency connects its Stripe account, adds a logo, domain name, colors and a pricing strategy, and then onboards customers. Customers can be invited manually or onboarded automatically when they pay for a service.
After onboarding, agency staff and clients work together inside the portal on tasks, comments and documents. Agencies decide whether clients may invite their own teams. Notifications go out by email, in-app or Slack. The site says the initial setup takes about five minutes.
The core of the product is the client portal. Each customer gets a dedicated space with tasks, sub-tasks, comments and Notion-like documents. Agencies can customize the workflow, including column names, icons and task limit allowances, and manage all clients, team members and collaborators from a single place.
On the business side, a metrics view shows MRR, active customers, paused customers, tasks worked on and task completion time. Real-time email alerts fire when a client pays, subscribes, pauses or resumes, and a payments schedule shows when subscription payments should reach the bank account. Starter and above add team roles, private tasks, integrations and webhooks.
Orchestra is a white-labeled client portal and task management platform for digital agencies and productized service businesses. It lets agencies accept payments, manage tasks and documents, and communicate with clients from a branded portal on their own domain.
Orchestra has three plans with yearly billing: Basic at $25 per month, Starter at $48 per month and Scale at $124 per month. Each is shown with a 20% discount for annual billing. Basic allows 5 active customers, Starter 15, and Scale is unlimited.
Yes. Every plan offers a 14-day free trial with no credit card needed. The company also says agencies with no customers yet can contact it for 80% off their first two months.
Orchestra is best for digital agencies, design studios and productized service providers that want a branded client portal. Its testimonials come mainly from founders of productized design and service businesses.
Agencies connect Stripe during setup to accept payments, and clients can receive notifications through Slack. Integrations and webhooks are available from the Starter plan upward. The site does not list other named integrations.
Yes. Custom domain name and custom branding are included on all plans, including Basic. The Help Center has an article on adding a custom domain to the client portal.
No. Every plan includes unlimited team members. Plans are limited instead by the number of active customers and by cloud storage.
Orchestra appears well suited to small agencies. The entry plan costs $25 per month with yearly billing, supports 5 active customers and includes a custom domain and branding. The site describes setup as taking about five minutes.