ClientHub
Everything about the partnership in one place, with an owner on every line.
After preliminary review, the opportunity moves out of email and into a secure partnership workspace. Ownership and status are visible at a glance to both firms.
What lives in ClientHub
Structured, not a shared drive.
The example below shows the structure of the workspace. Real firm data appears only after authenticated access is granted to named individuals.
Onboarding
- NDA and agreement completion
- Executed
- Due-diligence documents
- Shared
- Security questionnaires
- Returned
- Workflow checklists
- In progress
The engagement
- Team and role assignments
- Named
- Pilot milestones
- On schedule
- Open questions
- Owner assigned
- Review notes
- Cleared with evidence
Reporting
- Status reporting
- Agreed cadence
- Meeting summaries
- Logged
- Service-level commitments
- Tracked
- Final deliverables
- Released
- Partnership history
- Retained
Access
Authenticated, named, and revocable.
ClientHub access is granted per named individual with multi-factor authentication, scoped to the engagement, and removed on close or role change. Confidential engagement material never moves through the public forms on this site.
Partner sign-in
ClientHub sign-in is provisioned during secure launch, after the NDA, independence, and security reviews are complete. Existing partners receive access directly from their engagement manager.