A shared space where service businesses and their clients run onboarding, requests, and approvals together, so everyone knows where things stand and what's next.
Service businesses run client work across email, spreadsheets, and Slack. Onboarding looks different every time. Requests come in from everywhere. A new team member asks how you onboard clients and the honest answer is "it depends who does it." There's a calmer way to run this.
"You feel unorganised. How can we trust you with our project?"
A new client got onboarding emails from two different people on our team in the same week. They cancelled, and that line is what they left us with.
When we debriefed, the wider problem came out: account managers stretched thin, clients chased twice, files lost between people. We looked for a tool that solved it. We never found one. So we built StellaJourney.
Pick a template or build your own. StellaJourney calls these journeys: onboarding checklists, request workflows, approval processes.
Delegate work to your team and clients. Everyone sees what they need to do.
Clients submit forms, upload files and approve deliverables in one place.
Real-time dashboards show what needs attention and what is on track.
Repeatable workflows, called journeys, replace scattered emails and lost context.
Clients submit requests, complete tasks, approve work, and message staff.
Roles, permissions, assignment and task management keep ownership clear.
Reusable templates, task bundles, workflows and forms reduce manual setup.
Dashboards, trend reports, attention queues. Know what needs action.
Build intake forms, approval workflows, and data collection tools without code.
Clients upload requested files inside the journey or task that needs them.
Upload your logo so clients recognise the portal when they log in.
The four surfaces your team and clients spend the most time in
Each client request has one workspace for status, tasks, discussions, files and activity history.
Todos, file requests and form tasks each get a focused page with instructions, submissions, comments and history.
Build journey templates with workflows, intake fields and task bundles, then start repeatable client work from the same baseline.
Clients see a client portal branded with your logo where they can submit requests, track progress, complete tasks and send messages.
Different views for different responsibilities, all in one portal
Your team gets the structure to stay organized, collaborate, and deliver without policing a spreadsheet.
Clients get a clean portal with requests, tasks, files and messages in one place.
You probably are. Service businesses make email and spreadsheets work for years. But how much of last week did you spend chasing a client for something, or scrolling your inbox to figure out where a project stands? StellaJourney doesn’t add work. It removes the work you’re already doing to manage the mess.
StellaJourney is designed to be simpler than what you’re doing now. Templates mean you don’t build from scratch. Your clients see a clean portal with their requests and tasks in one place. If your team can use email, they can use StellaJourney.
Clients use StellaJourney because it’s easier than the alternative. Instead of digging through their inbox for your last email, they log in and see exactly what they need to do. Tasks prompt them directly, with the instructions and due dates attached.
Any business that takes on clients and manages back-and-forth work has the same problem. Here are a few of the firms it's built for.
Every plan includes every feature. Costs change with your client volume, not your team size.
USD billed monthly
For solo operators and small firms getting client work out of email.
All StellaJourney features included.
USD billed monthly
For growing teams that need more client capacity without feature gates.
All StellaJourney features included.
USD billed monthly
For established firms managing a larger book of active client work.
All StellaJourney features included.
For larger firms that need custom limits, procurement, or rollout support.
All StellaJourney features included.
All prices in USD. Local currency billing available at checkout where supported.
Set up your first journey, invite a client, and see how it feels.
