Professional Services
Secure Client Portal Builders in New York
Launch net-new client portals with AI copilots and SOC2-ready guardrails.
Serving Chief Product Officer teams in New York.
Client retention
+18%
Security review time
-45%
Portal launch
6 weeks
Pain points
What you're feeling
- Clients still email spreadsheets and status requests
- Sales promises visibility that delivery teams can't provide
- Compliance teams block new tools because of unclear controls
What we ship
Signature moves
- Dual-track build combining AI summaries with human approvals
- Audit log service that mirrors every touch and document download
- SSO + role-based access, encryption, and data residency controls
Operational rituals
Every playbook ships with governance, telemetry, and owner actions.
Persona focus: Chief Product Officer
Keywords: client portal development, secure ai workflow, soc2 software partner, professional services automation
FAQs included: 2
FAQs
Will you work inside our existing stack?
We extend your CRM, DMS, or BI stack and only add services when the security posture is clear.
How do you keep humans in control of AI?
Every AI action is paired with eval harnesses, approval flows, and rollback plans documented in runbooks.
CTA
Run a portal blueprint workshop
Walk through architecture, guardrails, and launch milestones.