Tickets
AI-assisted ticketing synced with your PSA
45 features in one client portal
MSP portal features
Compliance, projects, reporting, training and more, in one branded portal your clients log in to.
Operations
Tickets, documents, invoices, training and requests in one branded portal
Calendar
Recurring review booking and a shared change calendar
- Clients book their review and compliance cadence from a company link
- Meetings, service calls and approved changes on one calendar
- Freeze windows warn before risky work is scheduled
Projects
Native project management with client collaboration
- Native projects with phases, tasks, time tracking and templates, or synced from your PSA
- Reviewed AI project updates and first-party MCP tools
- Client decisions, QBR project reports and meeting agendas
Documentation
Docs and passwords in the same portal clients already use
Training
Client courses, certificates and security awareness in one place
- Included courses with an optional premium library, priced per user
- Huntress, Breach Secure Now, Phin and CyberHoot awareness status
- Branded certificates and learning paths
Devices
Complete asset visibility with RMM sync
- Synchronized inventory from supported RMM providers
- Health scoring, lifecycle alerts, networks and configurations
- Device standards pricing flows into Planner
Invoices
Invoices clients can view, download and pay
- Invoice sync from ConnectWise, HaloPSA and Pax8
- One-click payment through BenjiPays
- Agreement and project context on every invoice
Storefront
Self-service catalog of Pax8 and Sherweb subscriptions
- Client-facing catalog from Pax8 or Sherweb, with Ingram Micro and TD SYNNEX coming soon
- Requests your team reviews and fulfils
- Branded storefront under your own domain
Quotes
Quotes from your quoting tool, visible in the portal
- Synced from Quoter, QuoteWerks and Salesbuildr
- Clients review, download and approve where the provider supports it
- Quote visibility controls per company
Agreements & Contracts
Service agreements and balances clients can check themselves
- Agreements from ConnectWise; contracts from HaloPSA and Autotask
- Current and historical balances
- Shared PDFs and documents per agreement
Licensing
Subscription management and client self-service through Pax8
- Subscriptions dashboard with Azure usage tracking
- Clients request changes and get live pricing
- Per-subscription limits, with your approval before changes
New
Broadcasts & Status Banners
Urgent notices to clients, by email and in the portal
- Emergency email broadcasts with an AI writer
- Outage and maintenance banners with an update timeline
- The AI assistant answers "is email down?" from the active notice
New
Change Management
Client-approved changes on a shared calendar
- Request approval from a ticket; the client's approver decides
- Approved changes land on the change calendar
- Freeze windows and a list of approved but unscheduled changes
New
Client Apps
Your portal in Chrome and Microsoft Teams
- A client Chrome extension for tickets, training and AI chat
- A branded Microsoft Teams app with the tabs you choose
- Same sign-in and permissions as the portal
Planning
Roadmaps, budgets, goals and reviews clients can see ahead of time
Planner
Visual roadmaps with costs, quantities and AI help
Dashboards
Shared dashboards of tickets, devices, compliance and security
- Ticket, compliance, Secure Score and CSAT trend charts
- MSP-only and client-facing dashboards, plus embedded external dashboards
- Share each dashboard by role, or keep it internal
Surveys & CSAT
Measure satisfaction after tickets, projects and reviews
- NPS and custom surveys with word-map insights
- One-click CSAT from your PSA's ticket-close email, with a public trust badge
- Low-score alerts, automated reminders and Simplesat or HaloPSA rating imports
Goals
Track strategic objectives tied to roadmaps
- Build from custom surveys
- Progress tracking with file attachments
- Link goals directly to planner items and budgets
Budgets
Approved budgets compared with what the client was invoiced
- Approval locks the baseline; PSA invoices match to lines with variance
- Forecasts from Planner, the product catalog and Microsoft 365 licensing
- Import from Excel or last year; export and print with your branding
New
Meetings & QBRs
Agendas, presentation mode and follow-up in one flow
- Auto-built agendas and a presentation mode for client delivery
- Post-meeting wrap-up turns a transcript into notes, action items and the client summary
- Account notes and a structured QBR log for every client
AI & automation
AI drafts reports and ticket details, and automations handle routine follow-up
AI Features
A central assistant with context and reviewed actions
Reporting
Reusable reports, QBRs and scheduled delivery
New
Automation
Rules that create tickets, Planner items, emails and alerts
- Triggers or weekly schedules in local time, with digests grouped by company
- Approvals with editable subject and body before anything sends
- Included automations to import, such as quarterly warranty planning
New
Automated QBRs
Draft recurring QBR reports with AI assistance
- AI narratives from available company context
- Pre-built QBR templates with drag-and-drop blocks
- Schedule recurring reports with auto-delivery to clients
New
MCP Server
Connect Claude, ChatGPT, Cursor or Gemini to your portal
- 150+ tools across tickets, devices, reports, Planner, compliance and more
- Browser sign-in with no API keys; scoped to each user's permissions
- One-click setup for Claude, Cursor, VS Code, Codex and Gemini CLI
Security & compliance
Compliance, Microsoft 365, backup and security status clients can check
Compliance
Track compliance work with AI drafting and a risk register
Cloud: Microsoft 365 & Google Workspace
Identities, licenses, domains and security posture for both platforms
- Secure Score status sync with remediation tickets
- License usage, renewal dates and groups across tenants
- Daily Google Workspace posture score, users and domains
New
Playbooks
Best-practice reviews and CIS Benchmarks ready to import
- 18 best-practice playbooks with 274 ready-to-run checks
- CIS Benchmarks by product with Level 1 and Level 2 profiles, subject to your CIS licensing
- Search, multi-select and import tracking
Warranty Reporting
Warranty reporting for supported manufacturers
- Manufacturer coverage varies by lookup provider
- Automatic expiration alerts and renewal tracking
- Warranty writeback to Hudu and IT Glue
Backup
Backup status across devices and Microsoft 365
- Cove, Acronis, NinjaOne, Kaseya SaaS Protection and Spanning
- Exchange, OneDrive, SharePoint and Teams monitoring
- Alerts, storage usage and success or failure tracking
Security
One security view across your EDR, awareness and vulnerability tools
- Dashboard of endpoints, protection status and open incidents
- EDR incidents from Huntress and Acronis, Cork events and vulnerabilities
- Add a finding to a meeting or the Planner in one click
MSP Tools
Account health, standards, revenue and workload views for the MSP team
Client Health
Evidence-based health scores for every account
Financial Reporting
Recurring revenue, support effort and seat pricing per account
Standards
Track which clients run your standard stack
- Standards matrix with tiers, deployments and exclusions
- Require-one-of groups for interchangeable tools
- Standard pricing flows into Planner recommendations
Ticket Trends
AI analysis of what drives your ticket load
- Weekly volume, backlog and resolution time
- Company and category breakdowns with forecasting
- AI pattern analysis with recommendations
New
Account Readiness
Know what each client account still needs
- Readiness score and checks across your selected companies
- Automatic checks plus human confirmation where needed
- Owners, exemptions and bulk updates
New
vCIO Calculators
Size vCIO workload and price your service tiers
- Workload scored per client from synced data
- Service tiers with hours per year against your ideal range
- Editable assumptions shared with the team
New
User Statistics
What your team did, backed by records
- Leaderboard with 37 metrics across 13 areas
- Every count opens the records behind it
- Filter by date and company; export to CSV
Administration
Branding, roles, languages and access under your control
Parent and child companies
One login for a client with several locations or subsidiaries
Settings & Admin
Complete control over your MSP portal
- Granular role editor with per-view and per-action grants
- Company types, custom fields and per-company defaults
- Sidebar customization, universal search and full data export
New
Client Onboarding
Branded onboarding portals with AI-generated templates
- Review AI-generated template proposals before applying
- Multi-phase portals with 14 task types, including document uploads, signatures and approvals
- Branded client experience with progress tracking, task comments and an activity history
New
Custom Fields
Add custom data to supported records
- Fields on companies, devices, contacts, projects and tasks
- PSA project and task fields with optional writeback
- Use custom fields in reports and filters
External Resources
Link or embed supported external resources
- Embed tools like BrightGauge, Power BI, and more
- Organize external resources by client
- Quick access to important documentation
Branding & White Label
White-label your client portal completely
- Vanity domains with custom SSL and sign-in methods
- Logo, brand colors, favicon and a custom sign-in page
- Branded Teams app and client Chrome extension
API Access
RESTful API for custom integrations
- Scoped API keys for documented public endpoints
- Published OpenAPI reference for supported operations
- Product docs and API guidance from the website assistant
Languages & Regions
17 languages plus English, and EU data residency
- Every page, form and notification translated; defaults per tenant, company and user
- EU hosting with self-service sign-up
- The Chrome extension routes to the correct region
Works with the tools you already run
Tickets, invoices, devices and documents come from the PSA and platforms your team already uses.
- ConnectWise
- HaloPSA
- Autotask
- Syncro
- Microsoft 365
- IT Glue
- Hudu
- Pax8
See how it would work for your clients.
We'll walk through the portal, your integrations and your branding.