Aqvori
The operating system for client-facing professionals — client management, case workflows, documents, compliance, and an AI copilot in one secure workspace.
Built and operated by Pontos Platforms LLC for consulting firms, advisory practices, and client-service teams that run their entire engagement lifecycle in one place.
Sign in Contact usEverything an engagement needs, in one workspace
Aqvori replaces the patchwork of spreadsheets, shared drives, and disconnected tools that client work usually lives in. Each firm gets its own isolated workspace; each client gets a clear, professional experience.
Client Management
A complete record for every client — contacts, history, communications, and engagement status, visible only to the people entitled to see it.
Case & Project Workflows
A visual workflow engine drives every case through your firm's actual process — phases, approvals, handoffs, deadlines, and automation.
Secure Client Portal
Clients sign in to a private portal to track progress, upload documents, message your team, and manage their communication preferences.
Documents
Files live in your firm's own Google Drive, organized automatically per client and case — your storage, your retention policy, your audit trail.
Compliance
Framework tracking (HIPAA, SOC 2, GDPR, and more) cascades from firm to client to project, so obligations are visible where the work happens.
Vori AI Copilot
Vori summarizes cases, drafts documents, triages communications, and surfaces what needs attention — built into the platform, not bolted on.
Made for the people who carry the client relationship
Aqvori is industry-neutral by design. If your work is delivering outcomes for clients — and keeping them informed while you do it — the platform fits the way you already operate.
- Consulting and professional-services firms
- Advisors and advocates managing client cases end to end
- Account managers and client-success teams
- Practices that need compliance visibility on every engagement
Client messaging, done properly
Firms on Aqvori can send transactional text messages — appointment reminders, case status updates, document requests — only to clients who explicitly opt in through the client portal. No marketing, no list sharing, ever. Read the full program description in our SMS & Messaging Policy.
Contact
Aqvori is built and operated by Pontos Platforms LLC in the United States. For product questions, support, or partnership inquiries, reach us any time.