Run Every Client Account from One Hub,
Without a License Per Client.
Stop managing dozens of separate tool logins and fractured billing subscriptions. Centralize your client organizations, share master credit pools, and deploy proprietary diagnostic rubrics with strict logical data separation.
Dedicated Client Workspaces
Each client gets its own workspace. Data never mixes—logical tenant isolation is enforced in our API layer and database security rules.
One Shared Credit Pool
Allocate credits where each engagement needs them instead of buying a separate subscription per client. Reclaim unused credits when projects conclude.
White-Label Delivery
Invitations and PDF reports carry your client's brand or yours. Sharp on screen, in slides, and in print.
Provision Client Workspaces in Seconds With Full Administrative Oversight
Your agency administrator manages all client engagements from a master console. Switch between client workspaces seamlessly, assign local client admins, and enforce enterprise security controls.
- ✓Dedicated client workspaces under a single master administrator account
- ✓Role-based access: Master Admin, Client Admin, Evaluator, Candidate
- ✓Logical tenant isolation enforced in the API layer and by database security rules
- ✓Custom subdomains and white-label verification for client portals
Distribute Capacity As Engagements Start—Without Inflexible Subscriptions
Say goodbye to buying separate software tiers for every small consulting project. Pool your evaluation credits at the agency level, allocate budgets dynamically, and protect unused credits with rollover rules.
- ✓Reallocate unused credits between client workspaces with a single slider
- ✓Set monthly consumption caps to prevent unexpected campaign overages
- ✓Automatic notification alerts before client credit exhaustion
- ✓Tiered volume pricing designed to grow profitably with your consulting billings
Build Your Diagnostic Methodologies Once. Deploy to Any Client.
Maintain a central private repository of your firm's proprietary assessment frameworks, 360° rubrics, and diagnostic surveys. Push updates or deploy templates into any client account instantly.
- ✓Centralized agency library for standard rubrics and custom scales
- ✓Instant one-click distribution to specific client workspaces
- ✓Protect proprietary scoring algorithms from unauthorized tampering
- ✓Supports bilingual (English & Spanish) questionnaire execution out-of-the-box
Included on Professional and Enterprise Plans
Client workspaces and shared credit pools start at the Professional tier ($299/mo) and extend through Enterprise. Starter accounts are designed for solo practitioners managing engagements under a single workspace.
Questions From Consulting Boutiques & Agencies
Key information on managing client sub-organizations, credit pooling, and white-label governance.
How do client workspaces keep data separated?
Under your master account, each client organization operates in a dedicated workspace. Every record is tagged to a workspace, and access is enforced in the API layer and by database security rules, so one workspace cannot access another's data.
How do shared evaluation credit pools work across clients?
Instead of buying separate monthly subscriptions for every client, you maintain a central master credit pool. One credit covers one assessment (including all raters for a 360° and the PDF report). You dynamically allocate credits to client workspaces as engagements launch, and reallocate unused capacity when projects conclude.
Can we share our proprietary assessment templates across all client accounts?
Yes. Your master agency hub maintains a private template library. When you author or update an assessment framework, you can publish it to any or all client workspaces with a single click while preserving version control.
Can client organizations have their own logos and color palettes on reports?
Yes. Each client workspace can be customized with the client's own logo, secondary color palette, and custom report headers, or co-branded with your consultancy's mark.
Which plans include multi-client workspaces?
Client workspaces and shared credit pools start at the Professional tier ($299/mo) and are included in Enterprise. Starter accounts are designed for solo practitioners managing engagements under a single workspace.
Spend your time on the debrief, not the formatting.
Book 15 minutes. Bring a framework, a questionnaire, or just an idea. We'll build your first branded template with you, live, and answer anything you want to ask.
Your first template, built with you · No annual contract