All demos
Demo environment
Sample data only
Client delivery
Client Portal
CRM-style client workspace with tasks, files, and activity.
Client Portal CRM
Joanne M
Your client
SGP Associates
81%
Health
41%
Adoption
Engagement
81%
File adoption
41%
Open tasks
3
Tasks — SGP Associates
Create filter controls
Ops
08 Jan 2026TO DO
Client onboarding pack
Delivery
12 Jan 2026IN PROGRESS
Quarterly review deck
Strategy
02 Jan 2026COMPLETED
Renewal pricing worksheet
Finance
18 Jan 2026TO DO
Recent activity
Contract uploaded
MSA v4 added to shared workspace
Task completed
Quarterly review deck marked done
Comment added
Legal requested files tab refresh