Client portal and workflows for consultants
Run every engagement from one workspace: the client record, the steps your firm follows, and a portal where your client can follow progress, exchange documents and sign.
What consulting work looks like in Aqvori
Engagements
Set your workspace to call the work an Engagement. Each one carries its phase, its next steps, its documents and its full history, attached to the client it belongs to.
Deliverables
Keep drafts and finals with the engagement, with every version kept. Open and edit Word, Excel and PDF files inside Aqvori, stored in your firm's own Google Shared Drive.
Approvals
Put an approval step in the workflow before work moves on, and decide who approves. The engagement waits at that step until someone you named decides.
How your work maps to Aqvori
Client records
Design the client profile yourself in the Dossier Builder, and keep each person's connected mail and calendar alongside it.
Workflows
Draw your phases, approvals and hand-offs on one canvas with no code, or describe the process in your own words and let Vori draft a first version for you to adjust.
Client portal
Clients sign in to their own portal, separate from your workspace, in your branding and on your own web address.
What your client sees
- Where the engagement stands, phase by phase
- Documents to read, upload or sign, with electronic signatures built in
- A message thread with your team
- Tasks assigned to them
- Each of these is a switch: you choose what appears
Can we call the work engagements instead of cases?
Yes. The Consulting and Professional Services word set uses Engagement throughout the workspace. Your organization gets that word set when we set it up.
Can a client approve a deliverable in the portal?
A client can sign a document and message your team in the portal. Approval steps inside a workflow are decided by people on your team, so a client's signature and your internal approval stay separate.
Where do our files live?
In your organization's own Google Shared Drive, connected in your settings by an owner on your side.
Does the AI send anything to our clients?
No. Vori, the AI copilot, drafts and summarizes. Nothing reaches a client until a person on your team sends it, and Vori runs on your organization's own AI account with the provider you choose.
How does an engagement start?
By hand from the client record, from a Calendly booking, or when a client, project or document is added. You pick the start when you draw the workflow.
See it on your own engagements.
Tell us how your firm runs an engagement today and we will sketch it as a workflow on the call.