Give every client one organized, branded home for files, deliverables, requests, help, and updates. Fewer scattered messages. A clearer client experience.
Review the latest files and see what is coming next.
Made for service businesses that manage ongoing client work
Files get buried in email. Updates live in chat threads. Requests arrive through calls, messages, and meetings. Susi gives every engagement one clear home, so your clients know where to look and your team keeps a usable record.
“Which version was the final one?”
Links get lost, access breaks, and folders become cluttered.
Important client asks disappear inside busy conversations.
“Any update?” becomes another task your team must answer.
Susi keeps the parts of client delivery that matter most close together, without turning your portal into another complicated project-management system.
Upload proposals, assets, deliverables, and reports. Rename and organize them without making your client hunt through old messages.
Show what was agreed, what is complete, and what comes next in one clear checklist-style view.
Clients can submit, complete, or cancel requests. Your team can log requests received elsewhere, preserving one clean record.
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Add FAQs, video guides, and contact information so routine questions can be answered without another email thread.
Your client receives a magic link by email. One click opens the portal on any modern browser, with no password to manage.
Use your logo, brand color, and business name. Reorder navigation, add custom tabs, and personalize the welcome note for each engagement.
Give everyone involved in the engagement their own login while keeping the portal content shared and consistent.
No complicated setup project. Add your brand, create the engagement, invite your client, and keep the portal current as the work moves forward.
Add your business name, logo, and main brand color.
Open one organized workspace for each client engagement.
Invite one or more contacts by email using passwordless access.
Add files, deliverables, scope, help content, and a welcome note.
Your logo, color, and business name make the portal feel like a natural extension of your service.
Clients can check progress, find the latest file, and review what is coming next without waiting for a reply.
Requests, files, timestamps, deliverables, and scope stay connected to the client engagement.
Try Susi with full access for 14 days. Continue on one straightforward monthly plan when the trial ends.
When the trial ends, your business dashboard remains accessible. Client portals stay locked until you upgrade.
14-day free trial on signup.
Susi is designed to stay simple for the business setting it up and the clients using it.
No. Susi works in a web browser. Your client opens a magic link sent to their email and enters the portal from any supported device.
Yes. You can add multiple contacts to one portal. Each person receives their own login while viewing the same shared engagement content.
Yes. Your business can manually log requests received through other channels, helping you maintain one record regardless of where the request started.
You can add your logo, business name, and brand color to the portal. The current portal address and browser tab may still reference Susi until custom domains and per-portal page titles are available.
Your business dashboard remains available, but client portals lock until you activate the paid plan. You can manage the subscription from your account.
Yes. Authorized Susi support staff can assist with troubleshooting and account issues when hands-on help is needed.
Create your first branded portal, add the engagement details, and invite your client with a magic link.