Partners and consultants
Manage thirty clients without thirty spreadsheets
The Advisor plan ($799/mo USD) gives consultants, fractional compliance professionals, law firms, IT providers and AI implementation agencies separate client workspaces under one login.
Client workspace switching
Each client is a separate organization with its own inventory, tasks, policies, vendors and evidence. Switch from the sidebar.
Recorded authorization
Adding a client records who authorized access and when. Partner access is explicit, not automatic, and appears in the client’s audit log.
Cross-client task dashboard
See overdue reviews and critical findings across every client from the partner overview.
Branded report headers
Reports generated in client workspaces can carry your firm name on eligible plans. Co-branding and white-label are planned, not yet available.
Separate invoices
Clients can own their own subscription or be covered by yours; billing permissions are explicit.
Strict tenant isolation
Every record is scoped to its organization and enforced server-side. Clients never see each other.
What we do not offer yet
- Affiliate or referral payouts. We will add them only once attribution and accounting are in place.
- White-label domains and fully custom branding.
- API access for bulk client provisioning (planned).