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Client portal for management consultants

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 consulting firm. Each client should see only their engagement, download deliverables and check off their action items, and we keep meeting notes on each engagement.”

Viewing as

Deliverables

Deliverables

Night-shift picking error analysisKettle Creek Foods warehouse operations reviewReportOct 15, 2026Draft for comment
Pricing scoping memoKettle Creek Foods pricing strategyMemoOct 16, 2026Draft for comment
Current-state process mapKettle Creek Foods warehouse operations reviewWorkshop deckOct 9, 2026Final
Draft slotting planKettle Creek Foods warehouse operations reviewWorkbook—In preparation
Engagement letter and scopeKettle Creek Foods warehouse operations reviewMemoSep 24, 2026Final
Intake redesign recommendationsAshby Health patient intake redesignReportOct 12, 2026Draft for comment
Branch merge planCoastline Credit Union branch networkWorkbookOct 7, 2026Final
Integration handoff packageVeldt Outdoor post-merger integrationReportOct 10, 2026Final

Showing 1–8 of 8

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In plain English

How Pory sets it up

Pory gives every client and consultant a sign-in of their own. Each client sees only their own engagements. It covers deliverables and notes & action items. Engagements, deliverables, action items, data requests, meetings, invoices and team live in Pory's own database, so there's no spreadsheet to keep in sync.

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, marked Draft for comment or Final, 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 check off the action items they own between meetings

Action items were the last slide of the deck and forgotten by the parking lot. Each item has an owner and a due date, and the client checks 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, and only the consultant role can read them. Anyone picking up the account reads the notes before the call instead of calling a colleague.

Notes & scores on a recordDone by: Consultant
04

Clients see their own engagement, never a competitor's

Consulting firms often advise two companies 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, data requests, action items and invoices. Your whole client list runs on one portal with nothing shared across the line.

Client-only accessDone by: Client

Who sees what in a management consulting portal

Every person signs in to their own view. This is what each role in the demo gets.

Client

Sees only their own engagements.

Pages
Home, My action items, My engagements, Documents, Invoices, How we work
Can start
Upload data
Doesn’t see
Meeting notes (on engagements)

Consultant

Sees every engagement in the portal.

Pages
Home, Deliverables, Engagements, Action items, Calendar, Invoices

What’s in the management consulting portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Engagements

  • Engagement (text)
  • Stage (choice: Scoping, Diagnostic, Recommendations, Implementation, Closed)
  • Lead consultant (link)
  • Start date (date)
  • What happens next (text)
  • Client contact (link)
  • Meeting notes (long text)

Deliverables

  • Deliverable (text)
  • Engagement (link)
  • Kind (choice: Report, Workshop deck, Memo, Workbook)
  • Shared (date)
  • Status (choice: In preparation, Draft for comment, Final)
  • Comments by (date)
  • File (file)
  • Client contact (link)

Action items

  • Action (text)
  • Engagement (link)
  • Owner (link)
  • Due date (date)
  • Done (yes/no)

Data requests

  • What we need (text)
  • Engagement (link)
  • Needed by (date)
  • Kind (choice: Data, Documents, Access)
  • File (file)
  • Client contact (link)
  • Status (choice: Requested, Uploaded, Checked)

Meetings

  • Meeting (text)
  • Engagement (link)
  • Date (date)
  • Kind (choice: Steering committee, Workshop, Site visit, Go-live)
  • Where (text)
  • Client contact (link)
  • Status (choice: Upcoming, Done)

Invoices

  • Invoice (text)
  • Engagement (link)
  • What it covers (text)
  • Issued (date)
  • Due (date)
  • Amount ($) (number)
  • Client contact (link)
  • Status (choice: Issued, Paid, Overdue)

Team

  • Name (text)
  • Role (text)
  • Direct line (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

1 part

  • File attachments

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

Decide

2 parts

  • Checklists

    A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.

  • Notes & scores

    A reviewer's score, a coach's feedback, a clinician's note, kept on the record it belongs to.

Control

3 parts

  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

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

  • Your brand

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

Frequently asked questions

A client signs in with a link sent to their email and lands on Home. They see Home, My action items, My engagements, Documents, Invoices and How we work, and only the engagements that are theirs. From there they can use “Upload data”.

Only consultants. It's hidden from clients: it doesn't appear on their pages or in the records they open.

You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.

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Build your management consulting portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited clients.

See pricing · How Pory builds a portal