HQ Client Portal — Prototype

Welcome back, Dana.

Here's where your engagement with HQ stands today.

Active proposal

Phase 2

Awaiting your signature

Next session

Jun 5

Phase 2 Kickoff · 10:00

Open invoice

$24,000

INV-1051 · due Jun 15

Backlog

7

items in your queue

Recent activity

Proposal

Phase 2 — Agent Rollout sent for signature

May 22 · from Margot at HQ

Contract

SOW-002 (Build) countersigned

May 12 · fully executed

Invoice

INV-1039 is overdue

$12,000 · was due May 1

Ask your HQ agent anything

It reads your real proposals, contracts, invoices and backlog — and can draft your next agenda.

Proposals

Everything HQ has scoped for you — drafts, sent, and signed.

Awaiting signature

Phase 2 — Agent Rollout

Sent May 22 · 12-week build · $96,000

Signed

Phase 1 — Discovery & Roadmap

Signed Feb 3 · complete

Draft shared

Workshop add-on — Prompting Lab

Shared May 28 · awaiting your feedback

Contracts

Your master agreement and statements of work.

Active

Master Services Agreement

Signed Jan 8, 2026 · auto-renews annually

Complete

SOW-001 — Discovery

Signed Feb 3 · fixed fee

Executed

SOW-002 — Build

Signed May 12 · $96,000 · net-30

Invoices

Billing across your engagement. Synced from QuickBooks.

Invoice	For	Amount	Due	Status
INV-1051	SOW-002 milestone 2	$24,000	Jun 15	Due
INV-1043	SOW-002 milestone 1	$18,500	May 20	Paid
INV-1039	Workshop series	$12,000	May 1	Overdue
INV-1022	SOW-001 Discovery	$28,000	Mar 1	Paid

Workshop agents

Interactive assistants from your sessions — pick up where the room left off.

Demystify AI

Replay the workshop, ask follow-ups, and explore use cases tailored to Acme.

Prompting Lab

Practice prompts on your own docs with live coaching and saved patterns.

Governance readiness

Walk the five governance questions and capture answers for your team.

Sessions

Your upcoming working session — build the agenda from your backlog.

Phase 2 Kickoff

Thu Jun 5 · 10:00

Agenda

1 Review SOW-002 milestones & timeline

Your backlog

Connect HubSpot to the agent

Draft a data-access policy

Pilot the AR collections email agent

Train the ops team on the dashboard

Scope a customer-support assistant

Review Q3 AI roadmap

Company

Your organization profile — shown across the portal and to your team.

Company logo

A

Upload logo

PNG or SVG, square works best. Appears in your top bar and on shared docs.

Profile

Company name

Primary domain

Team

Who at Acme can access the portal — and what each person can do.

Member	Role	Section access	Last active
Dana Klein dana@acmecorp.com	Admin	All sections	now	you
Raj Patel raj@acmecorp.com		Proposals Sessions	2h ago
Lena Wu lena@acmecorp.com		Read-only	yesterday
Tom Reyes tom@acmecorp.com		Invoices	Invited

New members default to Viewer (read-only). You can raise access per person, scoped to the modules HQ enabled for Acme. Role & access changes are logged for HQ.

Memory & context

What the agent knows about Acme — facts, preferences, transcripts and past chats. Private to you and your team.

Account memory

Shared · used by agent

Facts the agent applies on every conversation for your whole team.

Billing

Invoices are net-30; AP contact is ap@acmecorp.com

Contacts

Primary sponsor: Dana Klein · exec sponsor: CFO

Preference

Slack for quick questions; email for approvals

Your preferences

Private to you

Personal settings the agent remembers for your account only.

Preference

Lead with a short summary, then detail

Preference

Show currency in USD

Context

I own sign-off on SOWs

Meeting transcripts

Sensitive

Phase 2 Kickoff — May 22

48 min · auto-transcribed

Agent: off

Standard

Discovery workshop — Feb 12

2h 10m · auto-transcribed

Agent: on

Standard

Weekly sync — May 15

31 min · auto-transcribed

Agent: on

Conversations

Chat

Invoice questions

2 days ago · 8 messages

Chat

Phase 2 scope review

May 22 · 14 messages

Chat

Agenda for kickoff

May 20 · 6 messages

Secured per client and per user. Your preferences are visible only to you. Account memory is shared with your team and used by the agent. Sensitive transcripts stay out of the agent until someone with access turns them on. Nothing here is ever visible to another client.

Your profile

Manage your account and sign-in.

DK

Dana Klein

dana@acmecorp.com

Organization

Acme Corp

Role

Client Admin

Security

New password

Status reports

A point-in-time snapshot across your proposals, contracts, invoices, and sessions. Generate it, refine it with the agent, and export a branded PDF.

Engagement status report

Not generated yet.

No report yet

Click Generate report to assemble a current snapshot across your engagement. You can then refine it with the agent and export a branded PDF.

Client Portal

Welcome back, Dana.

Ask your HQ agent anything

Proposals

Contracts

Invoices

Workshop agents

Demystify AI

Prompting Lab

Governance readiness

Sessions

Phase 2 Kickoff

Company

Team

Memory & context

Account memory

Your preferences

Your profile

Security

Status reports

You're signed in — but not set up yet