Module 05
A space your clients see — branded as yours.
Client Portal is where your firm shows up to its clients with AI: their projects, their reports, a chat trained on their account, and dashboards that update without you opening a spreadsheet.
What it does
Client Portal at a glance
Per-client workspace
Each client gets their own scoped space — projects, deliverables, files, chat — fully isolated from other clients.
Account-trained chat
A thread that already knows their account history, their stakeholders, and the playbook your firm uses with them.
Live dashboards
KPI views and project trackers refreshed on a schedule — so clients see their account, not a static slide.
Multiple seats, audited
Invite client stakeholders with role-based access. Every action logged. Retention and export under your control.
Use cases
Where it shows up first.
- Case 01
Replace email PDFs with a portal that always shows the latest report.
- Case 02
Win retentions by giving clients self-serve access to insights, with your firm in the loop.
- Case 03
Run multi-stakeholder engagements where five people on the client side need different views.
Better with
Pairs with the rest of the platform.
Client Portal ships value on its own and compounds when you turn on the adjacent modules.
See Client Portal on your work.
We'll run the demo against a workflow you actually ship today.