Every client engagement,
one platform.
Manage every client engagement from one platform. Template library, cross-project migration dashboard, and per-client knowledge isolation — without replacing the systems your clients run.
Operate at scale, isolate by client
Multi-tenant by design
Every client lives in an isolated environment under one partner account. Switch context without switching tools.
- One partner account
- Per-client knowledge isolation
- Role-scoped access
Cross-project dashboard
See every active migration across your book of business. Status, risk, and record-level progress in one view.
- Portfolio-wide status
- Record-level tracking
- Dry-run validation
Shared template library
Codify your migration playbooks once. Canonical field mappings and runbooks reused across every engagement.
- Canonical field mapping
- Reusable runbooks
- Best-practice guardrails
From first project to portfolio active.
A partner tenant starts with one client project and grows into a portfolio. The cross-project dashboard unlocks once two or more projects are active.
One pane, every client engagement.
Status, risk, and record-level progress across every active migration in your book.
Every project is its own tenant scope — knowledge, sessions, and audit never cross client boundaries.
Canonical field mappings and runbooks codified once, reused across every engagement.
Bring your whole practice into one observatory
Connect your first client environment and scale to unlimited projects as your book grows.
Open app