Stakeholder Portal & Client Hub
Secure, isolated self-service workspace for clients, candidates, and trainees.
Give clients, job applicants, interns and trainees a self-service window into their own progress without giving them access to your internal systems.
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- Separate from staff
- Identity store
- Clients · Applicants · Students
- Audiences
- Self-registration or invite
- Sign-up
Client Portal
The Problem It Solves
People outside the company need to know where they stand, but the usual answer is a message to someone inside. Clients ask for updates, applicants chase decisions and students ask for schedules, while sharing internal tools with them is not an option.
Status questions on repeat
Clients, applicants and students ask the same questions again and again.
Documents sent one at a time
Files and invoices are emailed individually and go missing.
Internal tools opened to outsiders
Giving an outsider an account in a staff system risks exposing more than intended.
No single view for a client
Projects, milestones, invoices and meetings sit in different places.
Applicants kept waiting
People applying for a role hear nothing until someone writes to them.
Students without a home
Schedules, assignments and results reach students by message.
Without it, and with it
The same everyday work, before and after.
Without it
Clients ask for project updates by message.
With it
Clients see their projects, milestones, documents, meetings and invoices in one portal.
Without it
Invoices are emailed one at a time.
With it
Clients view and download invoices and see payment status.
Without it
Applicants wait to hear back.
With it
Applicants follow their application and interviews, and take their assigned tests inside the portal.
Without it
Outsiders are given staff accounts.
With it
The portal has its own sign-in, structurally separate from staff accounts, so an external account cannot reach internal tools.
What it does
The Client Portal is a separate sign-in for the people outside your company. Clients see their projects, milestones, documents, meetings and invoices. Applicants follow their application and interviews. Students see their program, schedule, assignments, tests and certificates.
It uses its own identity store, structurally separate from staff accounts, so an external account cannot reach internal tools.
Primary purpose
Provide self-service transparency to clients and applicants while keeping internal staff infrastructure secure.
Product tour
A preview of the interface with sample data. Select a screen, then hover or tap the markers.
Provides unified access, role governance, real-time analytics, and embedded AI automation across all enterprise operations.
Create your own automated workspace
Register your company and set up Client Portal with the rest of the platform: one sign-in, shared roles and automations that connect your work.
Key features
What you can do with it, day to day.
Client view
Projects, milestones, documents, meetings, invoices and messages.
Applicant view
Application status, interviews and the application journey.
Student view
Program, schedule, assignments, attendance, tests and results, and certificates.
Invoices and payments
Clients view and download invoices and see payment status.
Tests and exams
Applicants and students take their assigned tests inside the portal.
Rewards and referrals
Credits wallet, referral code and rewards tasks where the company has them enabled.
Journey timeline
Shows the stage the person has reached, in friendly wording.
AI capabilities
What the AI does in and around this product — concretely.
No AI of its own
The portal has no built-in AI features. The website assistant and automations of the wider suite apply before and around it.
Automation & workflows
How work moves from start to finish without hand-offs and re-typing.
Lead to portal account
People get access when they become part of your pipeline.
- 1
A visitor submits a lead form
- 2
The person is signed in to their own portal
- 3
A first-time user is given a temporary password to change
- 4
Their stage updates as staff move the lead forward
Invoice to client view
Billing transparency.
- 1
Finance issues an invoice for the client
- 2
The client sees it in the portal
- 3
They download the PDF and see when it is paid
Use cases
Real tasks, real roles.
Client project updates
A client checks milestones and documents without emailing the project manager.
Invoice self-service
A client downloads an invoice and checks whether it is paid.
Applicant tracking
A candidate sees that their application moved to interview.
Student learning space
A student checks tomorrow's schedule and submits an assignment.
Supported business scenarios
- A services firm that wants clients to self-serve status
- A recruiter that wants applicants to track their own progress
- A training business that gives students a learning space
Benefits & business outcome
What changes for your business.
Fewer status emails and calls, and a clean security boundary between your team and everyone else.
Fewer 'what's my status?' messages
People can see where things stand themselves.
A real security boundary
External accounts live in a separate store, so they cannot reach internal tools.
A professional experience
Clients and candidates get a branded, consistent view.
One source of truth
The portal reads the same projects, invoices and training records your team uses.
Who it's for
Your clients, job applicants, interns and students, and the client services, recruitment and training teams that serve them.
Departments
- Client Services
- Recruitment
- Trainee Relations
Typical users
- External Clients
- Job Applicants
- Enrolled Trainees
Works with
The other products and integration points it connects to.
Frequently asked questions
No. The portal's identity store is separate from the internal one by design.
Request a demo
Ready to put Client Portal to work?
Create your company workspace, or ask for a walkthrough with your own scenarios.
- Each company's data is kept separate from every other company's.
- One sign-in and one role model across every product.
- AI and automations that work across the products.