Creating a client
From the Clients tab you create a client tenant in one step. You set the client name and the founder email, and the platform sends that founder an account activation link worded as an invitation. The client lands in a normal workspace that is already linked to you as the partner, so everything the client does rolls up into your console.
Bulk intake
When a client hands you a folder of datasheets, manuals, and specs from several products at once, bulk intake reads them for you. Upload up to twenty files in one batch. Each file is read and its product and manufacturer are extracted, then the batch is grouped so documents that belong to the same product land together. You confirm the grouping, which is suggested rather than automatic, and dispatch each group into the right client workspace as pre-filled assessment data.
Grouping is suggest-then-confirm. The system proposes how to group documents by product, and you approve or adjust before anything is dispatched.
Intake-ready notifications
Reading a large batch takes time, so you do not have to sit and watch it. When a batch finishes reading and grouping, the platform emails your partner admins with a deep link to a phone-sized confirm page. You can review the groups and dispatch them from your phone without opening a laptop.