Client management and portal: everything after the contract, and the portal your clients sign in to.
The delivery side of the business: deliverables, contracts, meetings and reports, and the portal where your clients sign in to see them.
- per user per month
- USD 8
- Core required
- USD 7
what it does
- deliverables with client approval
- contracts with phases, the monthly plan and scope
- onboarding and a credential vault
- meetings, minutes, recaps, memos, decisions and open questions
- reports with PDF and share links, and Drive sync
Reachable over MCP by the AI you already use, with no AI surcharge.
works with
When two modules are on, they share the same records. Each one also runs without the others, unless noted.
price
Core is required, so this is the price of Core plus this module. The more people on the team, the less each one pays.
| team members | monthly | yearly |
|---|---|---|
| 1 | USD 15 | USD 13.50 |
| 5 | USD 15 | USD 13.50 |
| 15 | USD 14.25 | USD 12.83 |
| 50 | USD 13.35 | USD 12.02 |
per user per month. list price: Core USD 7 + Client management and portal USD 8 = USD 15.
what it replaces
Instead of paying for
- SuiteDash STARTlists at USD 19 per month, flat
- Assembly (formerly Copilot) Starterlists at USD 49 per month
Client management and portal is USD 8 per user per month. SuiteDash START is USD 19 per month flat and Assembly Starter USD 49 per month, so the units differ.
Competitor prices are the vendor list price on monthly billing, read on the vendor pages on October 21, 2026.
see it running.
Book a call. We show you the module with your own case and price the setup for your team.