Portal Template
Consultant Client Portal
Engagement management with milestones, deliverables, and executive-ready reports.
Screenshots
[Placeholder for Consulting Dashboard]
[Placeholder for Report Delivery]
[Placeholder for Status Updates]
Key Features
- Engagement tracker and timeline
- Report delivery and versioning
- Stakeholder updates and read receipts
- Risk/issue log with owners
Use Cases & Target Audience
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
Integration Possibilities
SmartSuiteAirtableNotionGoogle DriveSlack
Customer Testimonial
"Executives finally have a single source of truth."- Marta Gomez, NorthPeak Advisory