Portal Template

Consultant Client Portal

Engagement management with milestones, deliverables, and executive-ready reports.

portal.yourcompany.com
AppDeck consultant portal with engagement tracking, report delivery, and executive dashboards

Key Features

Engagement tracker and timeline
Report delivery and versioning
Stakeholder updates and read receipts
Risk/issue log with owners

Who It's For

Perfect For

  • Management consulting
  • IT consulting
  • Agencies offering advisory

Ideal Users

  • Consultants
  • Engagement Managers

Customization & Integrations

Customization Options

  • Custom executive summaries
  • Milestone templates
  • Role-based access

Integrations

SmartSuiteAirtableNotionGoogle DriveSlack
Executives finally have a single source of truth.
Marta GomezNorthPeak Advisory

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