Client portal demo

A working client portal and firm dashboard for a services firm with 50 clients. Click through anything, open a client, view it as that client, or ask the assistant about the business.

• Firm overview: revenue, margin, capacity and concentration
• Engagements, pipeline with conflict screening, and AI Lab programs
• Each client's portal: updates, analytics, files, messages and invoices
• An assistant that answers from the firm's own data and documents

Synthetic data. Every company, person and figure here is fictional, and it resets each day.