Secure Client Portal
Access your dedicated project dashboard with real-time updates, secure file sharing,
meeting schedules, and direct team communication
How to Access Your Portal
Find Your Client ID
Located in your welcome email, contract, or project correspondence.
Enter ID Below
Type your Client ID exactly as provided - it's your secure access key to your personalized dashboard
Access Dashboard
Instant access to your project files, progress tracking, meeting links, and team communication
Secure Client Access
Enterprise-grade security protecting your project data
Inside Your Secure Portal
Real-Time Project Dashboard
Live progress tracking, milestone updates, deadline monitoring, and completion percentages for all project phases and deliverables.
- Phase completion tracking
- Upcoming deadline alerts
- Milestone achievement history
Secure Document Center
24/7 access to all project files, reports, templates, assessments, and resources with version control and download tracking.
- Organized file categories
- Version history and updates
- Download and sharing permissions
Meeting Management Hub
Comprehensive meeting coordination with Zoom integration, calendar syncing, agenda access, and meeting note archives.
- One-click Zoom meeting access
- Automatic calendar integration
- Meeting notes and recordings
Direct Team Communication
Secure messaging with your dedicated consulting team, file sharing capabilities, and priority response for urgent matters.
- Instant team messaging
- File attachment capabilities
- Priority urgent response
Trouble Accessing Your Portal?
Getting "Invalid Client ID" Error?
Common solutions:
- Check spelling and capitalization
- Ensure no extra spaces before/after
- Verify letters and numbers are correct
- Try both lowercase and original format
Client IDs are case-sensitive and must match exactly.
First Time Logging In?
Setup timeline:
- Portal activation: 24-48 hours after welcome email
- Initial dashboard setup: Within 2 business days
- Full project data: Added as work progresses
- Meeting links: Available before first scheduled call
New client portals are customized for each engagement.