Your clients stop asking where things stand.
One link under your brand with the plan, the calls, and the documents you choose to share. Clients read it, tick off their tasks, and ask their questions there.
Every firm’s expertise lives in the heads of its best people. Every client gets a version of this that’s filtered through whoever happened to be staffed.
What if that wasn’t the case?
Software implementation is inherently collaborative. Consultants coordinate with clients and colleagues to move projects forward, via calls, decisions, documents, email, Slack, and a thousand other small alignments.
Scaling human collaboration has previously required scaling headcount. We are changing that.
The client portal is where your firm and clients can do work together.
A portal is a shared agentic workspace branded as an extension of your firm, where every call, document, and decision lives in one place.
Inside each portal, your clients work alongside agents built from your firm’s expertise. The agents read every call. They check every requirement against the agreed scope, they catch assumptions that were unknowingly made that derail requirements set weeks ago and walk the client through how to clarify them most effectively for you.
Your clients get answers without waiting for status meetings, and your consultants stop spending hours on alignment and start spending more time on judgment.
How the portal works
Clients sign in with their work email
They get a link under your brand. No account to set up, no password to remember.
Sign in to Hale & Whitmore ConsultingFairbanks FoodsWork emaildana.whitfield@fairbanksfoods.comSend a sign-in linkYou choose what they see
Share a call or a document with one switch. Everything else stays internal.
Shared with Fairbanks Foods- Weekly syncSep 12 · 32m
- CPQ design reviewSep 9 · 48m
- Internal risk reviewSep 8 · 25m
- Solution design v2Word · Sep 10
- Pricing modelExcel · Sep 3
They tick off their side of the plan
Their tasks are on the plan too, and they mark them done themselves.
UAT- Load test accounts into the UAT sandboxTicked by Dana Whitfield · Oct 6
- Confirm the plant code listTicked by Marcus Reyes · Oct 8
- Upload the signed order-to-cash test resultsotc_test_results.docxResolved by Dana Whitfield
- Sign UAT exit criteriaDue Oct 17
Same document, both sides
The client flags a line in the scope. You fix it right there. Nobody emails a new version around.
TextComments1ScopeIn scope- Lead to opportunity conversion
- CPQ product catalog migrationCatalog and price book migration
- Discount approval above $250K
- Partner portal
Marcus KlinenowDoes this cover our price books?
Priya MalhotraIt does now. Added to the line.
Two sides of the same engagement
Your team works in Datafruit with everything. Your client works in the portal with what you published, under your name.
Your team
See what the client did in the portal: who came in, what they read, and what they asked.
- Who opened the portal, and when
- Which calls and documents they read
- Every question they asked the assistant
- Marcus asked “is SSO still blocked on us?”2:14 PM
- Rachel watched Weekly sync1:52 PM
- Rachel opened Solution design v21:47 PM
- Marcus ticked off Load test accounts11:08 AM
- Rachel downloaded Cutover tracker4:31 PM
- Marcus signed in9:02 AM
Your client
A portal with your name on it. They read the plan, watch the calls, and ask their questions there.
- Only what you published, under your name
- Answers drawn from those items and nothing else
- Their tasks on the plan, ticked by them
Yes. Hale & Whitmore is waiting on the Okta metadata file from Fairbanks IT. It was requested on Sep 9 and came up again on the Sep 12 sync.
Weekly sync, Sep 12 · 14:02Ask about this engagementMeetingsA portal with your logo on it
Your client keeps one link. Behind it is the plan, the calls, and the documents you chose to share.
Book a demoExplore the suite of tools
- Meeting IntelligenceCalls recorded, transcribed, and read for decisions.CPQ design reviewSep 9 · 48m22:40“Let’s keep the quote approval at two levels, not three.”
- TraceabilityEach decision linked to where it came from.REQ-014Quote approval stays at two levelsCPQ design review· 22:40Solution design v2#fairbanks-delivery
- WorkflowsBriefs, recaps, and status updates that run on their own.30 minutes before a client callWrite the brief, with sourcesYour Slack DM
