client portal software
Portal software built around your knowledge
Bring procedures, quick links, dashboards and onboarding together in one private portal for the people who do the work. Built for internal teams, not client project tracking or file delivery.
Invite in seconds
Invite by email, share a resettable private link, or let anyone with your company email domain join.
Live dashboards
Start with editable KPI cards and charts from 10 dashboard presets.
AI with approval
Ask AI to change your portal. You preview every change and approve it before anything is saved.
Pricing
Free forever plan with 5 AI credits a day. Pro is $25/month and Business is $50/month. See pricing.
Learn how it works
An SOP library your team actually reads
Start free. Set up your portal in about two minutes.
Start free