Client portal software for consultants | ShapeKit
Consulting firms
A client portal for consultants. Every stakeholder shapes their own view.
Partners need to see revenue and utilization. Consultants need to see task lists and deadlines. Clients need visibility into their project status. ShapeKit lets you build one unified system and let each group shape exactly what they need to see.
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Anchor Strategy Engagements
| Engagement | Partner | Phase | Utilization | Budget used | Next deliverable |
|---|---|---|---|---|---|
| Acme - Pricing strategy | R. Khoury | Discovery | 62% | 24% | Stakeholder interviews |
| Briar Inc. - Org redesign | L. Ash | Delivery | 88% | 71% | Pod model draft |
| Northrop - GTM rebuild | R. Khoury | Delivery | 74% | 52% | Channel scoring |
| Pearman - DD support | L. Ash | Closeout | 20% | 94% | Final memo |
| Tilden - Ops audit | M. Bao | Discovery | 45% | 11% | Process map |
Discovery
Acme - Pricing strategy
RR. KhouryDiscovery
Tilden - Ops audit
MM. BaoDiscovery
Delivery
Briar Inc. - Org redesign
LL. AshDelivery
Northrop - GTM rebuild
RR. KhouryDelivery
Closeout
Pearman - DD support
LL. AshCloseout
One project system. Every stakeholder shapes their view.
The problem
Most consulting firms end up maintaining three separate systems (or building custom views) for the same underlying project data. Partners want a financial dashboard. Consultants need an operational task list. Clients want a limited view of milestones and deliverables. Each group negotiates their own interface. You end up building custom reports, maintaining separate code paths, and still fielding feature requests.
How it works with ShapeKit
Partners see the financial view
Revenue dashboards, utilization rates, billing status. They ask for columns like project margin or retainer hours remaining. AI generates the view. No dev work.
Consultants see operational data
Task lists organized by client or deadline. Timesheets. Activity logs. They describe what they need for their workflow. Reshaping happens in real time.
Clients see what matters to them
Project milestones, deliverable status, budget summary. Limited access by default. No custom portal builds. They can reshape what you give them within your guardrails.
You maintain one codebase
No branching logic for different user types. No custom reporting layer. One data model, infinite layouts. You release features once. Everyone gets them.
Skills in this setup
Retainers
Track ongoing client work, billable hours, contract terms.
Contracts
Manage SOWs, rates, deliverables, renewal dates.
Tasks
Assign work, set deadlines, link to projects.
Activities
Log timesheets, meetings, deliverable completions.
Dashboard
Display custom metrics: revenue, utilization, capacity.
Client Portal
Secure, shaped view of project progress and deliverables.
What changes
Stop negotiating interfaces
Each stakeholder shapes what they need. No more weekly feature requests or custom report builds. They ask for columns, filters, grouping. They get it.
Move faster than your backlog
New client? No custom portal to build. Partner needs a different dashboard? Reshape the existing one. Feature ships once. Everyone benefits.
Know what your team actually needs
Analytics tell you which views consultants use most, what columns partners care about, what drives client engagement. Build next based on real usage.
Secure by default
Clients only see data you allow them to. No leaking internal margins or pipeline. Permissions enforced at the data layer. Reshaping stays within bounds.
Easier onboarding
New consultant joins. They shape a task view that matches how they work. No training on your custom UI. They just describe what they need.
Retainers that scale
Each retainer client gets a shaped portal showing what matters to them. Hours logged. Deliverables tracked. No maintenance overhead.
Ready to stop building custom interfaces?
Start with ShapeKit. Your team stops negotiating dashboards. Your users shape what they need. You get your backlog back.