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Management consulting portal

A management consulting client portal is where each client sees their engagement, its deliverables and the action items they own, and consultants keep meeting notes on the engagement itself.

Pattern: Client hubs

Describe it to Pory

“We're a boutique operations consultancy. Each client should see only their engagement, download deliverables and tick off their action items, and we keep meeting notes on each engagement.”

Viewing as

Deliverables

Deliverables

Add
DeliverableEngagementKindFileClient contact
Current-state process diagramMeridian Foods warehouse operations reviewWorkshop deck1 fileTariq Hassan
Night-shift picking error analysisMeridian Foods warehouse operations reviewReport2 filesTariq Hassan
Pricing scoping memoMeridian Foods pricing strategyMemo1 fileTariq Hassan
Intake redesign recommendationsAshby Health patient intake redesignReport1 fileNadia Rahman
Branch merge planCoastline Credit Union branch networkWorkbook1 filePeter Nguyen

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In plain English

What is a management consulting portal?

A management consulting client portal is where each client sees their engagement, its deliverables and the action items they own, and consultants keep meeting notes on the engagement itself. It follows the Client hubs pattern: one shared space per client: deliverables, documents, milestones. Pory generates it from a plain-English description, with a login for each role (client and consultant) that shows only what that role should see, and flat pricing with unlimited clients.

What it does

01

Reports and workshop decks land on the engagement they belong to

Deliverables went out as 40MB attachments that bounced, then as links nobody could find a month later. The consultant uploads each report, workshop deck or workbook to the engagement in Pory, where the client can open it any time. You stop re-sending the same deck before every steering committee.

File attachmentsDone by: Consultant
02

Clients tick off the action items they own between meetings

Action items were the last slide of the deck and forgotten by the car park. Each item has an owner and a due date, and the client ticks off theirs from their own page; the open ones also show on the engagement. The next meeting starts with what's done, not with who was meant to do it.

ChecklistsDone by: Client
03

Meeting notes live on the engagement, not in one partner's notebook

What was agreed in last Tuesday's meeting depended on whose notebook you asked. The consultant writes up the meeting notes on the engagement record itself, beside its deliverables and action items. Anyone picking up the account reads the notes before the call instead of ringing a colleague.

Notes & scores on a recordDone by: Consultant
04

Clients see their own engagement, never a competitor's

Consultancies often advise two firms in the same industry, and one misaddressed email can end both relationships. In Pory each client signs in and sees only their engagement, with its deliverables and action items. Your whole client list runs on one portal with nothing shared across the line.

Client-only accessDone by: Client

The parts every portal is built from

Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.

Collect

Forms

Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Public pages

An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.

Self sign-up

People create their own account and land in the role you chose for them.

File attachments

Upload and view files on the record they belong to — not in a folder named FINAL v2.

Decide

Approve / reject with a reason

Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Status tracker

“Where's my request?” answered as a progress bar on the submitter's own page.

Board by status

Cards in columns. Drag a record to move it along.

Checklists

Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.

Assign to a person

Name who a record is for and it lands on their list, and nobody else's.

Notes & scores

A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.

Reminders by date

Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

Tables

Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.

People directory

Portraits, names, and roles from a table, shown only to the roles allowed to see them.

Calendar

Records on a month or week view, by date.

Gallery & image grid

Records as cards or photos.

Detail view with related items

Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.

Notices & info pages

Check-in details, benefits, updates — a page for a role to read.

Counts, totals & averages

Live figures over the records a viewer is allowed to see.

Control

Who sees which records

Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.

No-Password Doors

A sign-in link by email, by default. Password sign-in if you'd rather.

Your brand

Your domain, your colours, your logo. Members see you.

Frequently asked questions

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Your management consulting portal, live today.

Describe it in a sentence and send the invite. Unlimited clients, flat price.