For partnersFor consulting firms, coaches, and PE operating teams.Are you a client?

Client portal

Give every client a portal that shows the value landing.

Sponsors see the value their change is delivering, and the data behind each decision, whenever they look. They see your brand, on your domain, and only the pages you choose.

Book a demoSee white-label options
For the sponsor

The questions sponsors ask, answered before they ask.

Where are we?

Program Cockpit

Progress, risks, open actions, and next steps on one page. No status call needed.

What did we get?

Value Cockpit and Investment Statement

Value delivered against plan, and what the investment bought, line by line.

Why this move?

Strategy and evidence

The strategy, the scenario report for the board, and the evidence behind each recommendation.

Page by page

What clients can see and do.

  • Engagement home

    Each engagement opens on a page that says where things stand and what needs the client.

  • Program Cockpit

    Sponsors see progress, risks, and next steps without asking for a status call.

  • Actions

    Clients complete and approve the actions assigned to them, and the consultant sees it happen.

  • Strategy and report

    Clients read the strategy and print the scenario report for their board.

  • Delivery progress

    Clients follow delivery and their operating framework as the work moves.

  • Change Journey

    Everyone affected sees the path of the change and where they are on it.

  • Assessment results

    People see the results their consultant has shared, explained in plain language.

  • Coaching sessions

    Sponsors see sessions held, sessions planned, and the budget used.

  • Value Cockpit and Investment Statement

    Sponsors see what their investment bought, line by line.

  • Toolkits and playbooks

    Clients use the run-sheets and playbooks between sessions, not just during them.

  • Knowledge and library

    Articles, guides, and help in one library.

  • Documents

    Upload and download files securely, without email attachments.

  • Forms

    Fill in the forms your consultant sends, inside the portal.

  • Team

    Team leads add their own teammates, so nobody waits on an invite.

  • Privacy center

    Download, correct, or erase your own data without filing a request.

You stay in control

You decide what each client sees.

Visibility is set per engagement, per page, and per role. Sponsors, team leads, and participants each see what fits their part in the work.

  • Client navigation

    Choose which pages each client sees, and in what order, engagement by engagement.

  • Result visibility

    Decide which results each client role can see, chart by chart.

  • Sign-in and engagement switcher

    Clients sign in on your domain and move between their engagements in one click.

  • Privacy consent

    Clients accept your privacy policy before they see anything, and the record is kept.

Trust

What clients can count on.

Each client sees only their own work

Firms are separated from one another, and so are clients. Nobody sees another client’s engagement, and no firm sees another firm’s data.

You decide what clients see

Every page, chart, and report has a visibility setting. Nothing reaches a client until someone at your firm shares it.

People control their own data

Consent is recorded before anyone takes part. People can download, correct, or erase their own data without filing a request.

Every number is explainableNo black box. The cutoff and the reasoning behind every score are visible, and you can argue with them.
Your people data stays yoursClient data is never fed into outside AI models or training sets.
Managers stay in chargeAI drafts and assists. People make the calls about people.
How we handle trust
DeterminALI

Walk through a portal as your client would.

We show the demo engagement from the sponsor’s seat.

Book a demoSend this to a client

A 30-minute walkthrough of a demo engagement, from the firm side and the client side.