Client dashboard software
Give every client a dashboard that looks like your software.
Per-client branding, public transparency pages, tokenized KPI updates, and isolated workspaces. Everything you need to give clients a real portal — not another shared Notion page.
The four pieces of a real client portal
White-label branding
Per-client logo, brand color, accent color, tagline. Custom domain on Firm.
KPI dashboards
Time-series with targets, thresholds, RAG status, and trend arrows.
Public transparency pages
Read-only branded URLs to share with boards, residents, or stakeholders.
Workspace isolation
Row-level security enforces data separation between every client.
FAQ
- Can I brand the client dashboard with my agency's colors?
- Yes. Set logo, brand color, accent color, and a per-client tagline on the Practice plan. On the Firm plan you also get a custom domain so the dashboard lives at portal.youragency.com.
- What if a client only wants to view, not edit?
- Use the Viewer role, or publish a public transparency page — a read-only branded URL you can share with a board, residents, or stakeholders without giving them a login.
- Can clients submit KPI updates without a seat?
- Yes. Send a tokenized email link and the recipient can submit a single KPI value through a one-time form. No seat, no login, no friction.
- Is each client's data isolated?
- Yes — multi-tenant by design, enforced with row-level security at the database level. There is no way for one client to see another client's data.