Client portfolio workbench
Status, open work, and deadlines across the whole book in one view — aggregation that respects each client's boundary, one client context at a time.
One console for the firm, one governed workspace per client. Portfolio, engagements, visits, and deliverables — with client-approved access and provenance on every connection.
Independent consultants, fractional practices, and risk-services teams — the same architecture: client-approved access on a regulated substrate.
Status, open work, and deadlines across the whole book in one view — aggregation that respects each client's boundary, one client context at a time.
Access is granted by the client, scoped to what they approve, and revocable at any time — with the provenance of every connection recorded.
Every client remains their own tenant with database-enforced isolation. No shared folders, no resold sub-accounts, no blended records.
Plan engagements, schedule site visits, and run the week from a dispatch calendar built for multi-client fieldwork.
Copilots draft visit reports and triage the portfolio so the firm's attention goes where the risk is. A person reviews everything before it becomes the record.
Client deliverables carry their provenance — who produced what, from which records, under which grant — so your work product stands on its own.
Clients subscribe to OllieSafe directly, and the partner program publishes its revenue-share economics — the rate, the eligibility rules, and the payout cadence are public, with an online application. No negotiated secrets, no locked rate cards.
Apply online. Our team reviews each firm application; when approved, your onboarding email carries the link to activate a guided trial. Book-size plan options and payout setup complete in-product when you are ready.