The whole client relationship, one login.
The portal your clients open, the work behind it, the messages around it, the numbers that prove it and the documents that get you paid. No tab-hopping, no exports, no "let me pull that for you."
- Free for 30 days
- No card, no demo call, no onboarding fee
- Unlimited clients on every plan
- Cancel anytime
A portal they actually open
Tasks, files, approvals and invoices in one place, behind a login your clients use instead of emailing you for a status update.
- Branded as yours, fast enough to use on a phone
- Board, list, timeline and calendar views a client can follow
- Client-safe by default: they see their work, never your margins or other clients
- Preview the portal exactly as your client will see it before you invite them
- One-click portal invites for every contact on the client record
Board, list and timeline views your client can actually follow, with AI flagging what is about to slip.
Your work, in your words
Agencies run projects and tasks. Firms run engagements and matters. Consultants run engagements and deliverables. One platform, wearing your industry's vocabulary from the day you sign up.
- A pipeline board from first contact to archived, per client
- Start from a template: pre-built task lists for the services you already sell
- Budget bars that turn amber at 80 percent, before the overrun
- My Tasks pulls everything assigned to you, across every client, into one list
- Checklists, attachments and comments on every task, autosaved as you type
Every client in the firm on one screen, with what is open, what is overdue, and what is still in flight.
The conversation, next to the work
A message channel per client, your internal Team Chat one click away, and a hard wall between the two.
Mention teammates or client contacts and they get notified
Replies, reactions and edits, so threads read like threads
Attachments land in the client's file library automatically
Team Chat stays internal, enforced at the database level
The client portal, the project tracker, the team chat, the booking link, the form builder and the invoice chaser. One subscription, one place your client already knows.
Numbers, sitting next to the work that caused them
Live performance data in the same view as the tasks and deliverables it belongs to, so proof of value is already in the room.
- Client dashboards you arrange per client, with per-client visibility controls
- Search Console data synced nightly, from daily clicks to top queries
- Calculated cards built from any two metrics, no spreadsheet export
- A client report that writes the numbers as sentences, ready to save as a PDF
- Hours against budget and effective rate per client
Performance, time and budget in one view, with the AI explaining what moved and why.
AI that explains the work to the client
Ask your workspace a question in plain English. Kai reads your live data through your own permissions and answers with its sources underneath.
- Plain-language answers to "what is overdue" and "which clients have gone quiet"
- Every answer cites the records it read, so you can check it
- Counts and dates come from your database, never from the model's imagination
- Drafted client updates you edit instead of write
- Included from Kinect Plus up
What do you need to know?
Looking…
Four items are overdue across two clients, and Meridian Consulting has gone quiet for 15 days. I drafted a check-in you can edit before it goes out.
From scope to invoice without leaving the portal
Proposals, SOWs and invoices live where the work does. Your client reads, accepts and pays from one link.
- Send a proposal or SOW as a link that tracks when it is viewed
- When the client accepts online, the draft invoice creates itself
- Card payments through your own Stripe account, never ours
- Overdue invoices chase themselves at one, seven and fourteen days
- Pull unbilled, rated hours onto an invoice as line items
Deliverables tracked against hours, with the AI warning you before scope quietly eats the fee.
Booking pages and intake forms, included
The front door of the practice without two more subscriptions. Booking links respect your real calendar, and intake forms land on the client record.
Public booking pages with buffers, booking windows and your published hours
Availability subtracts your Google Calendar busy time automatically
One month view across every client: due dates, sessions and bookings
Intake forms published at a link, with responses attached to the right client
Smart Docs merge client details into contracts and letters, with a live preview
Form responses export to CSV, one row per response
Bring the data you already report on
Connect the accounts you already pull numbers from. Nothing to migrate, nothing to relearn.
Google Search Console for search performance, synced nightly
Client ad accounts across Google, Meta and LinkedIn, from Kinect Plus up
Google Calendar per teammate, for availability and bookings
Stripe for card payments on your own account
Connected by OAuth with least-privilege scopes, in about ten minutes
Anthropic Claude behind Kai, answering from your own workspace
Client-safe down to the database
Every workspace is isolated with row-level security. What a client contact can see is enforced where the data lives, not in the navigation.
Admin, manager and member roles for your team, portal access for client contacts
Two-factor authentication on every plan, with a workspace-wide requirement if you want it
Encrypted daily backups held off-provider
Your logo, your color and your own domain on client documents, on Kinect Pro
See it with your own client.
Free for 30 days. No card, no demo call, no onboarding fee.