AI client portal for software agencies

Stop proving you're working. Show it

Give clients a clear view of project activity, hours, billing, and system health, without asking your team to prepare another status report.

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This tool grew out of doing client work. Out of the reports, the invoices and the email threads that have to be kept in order year after year. Not out of a market study.
SLAtech Vantage pulls from the systems your team already uses: tasks, time logs, email, messaging, commits, and monitoring.
No manual status reports. SLAtech Vantage generates the client-facing view from the work already recorded in your systems.

What SLAtech Vantage is

SLAtech Vantage is an AI-powered client portal for software projects. It connects project tasks, time entries, conversations, code activity, and monitoring so clients and agencies can see what's happening without compiling another report. Ask a question in plain words and get an answer that shows the sources it was built from.

Connects to the tools you already use

This is not a closed list. Integrations are built on the vendors' APIs, and if you need one we do not support yet, we can scope it as part of the implementation.

Sound familiar?

Client reporting shouldn't take time away from client work

The information your clients ask for already exists across your tools. The problem is turning that activity into a clear client-facing view.

Where did the hours go?

A fair question. The answer already exists in your systems, but pulling it together manually takes time.

We see no progress

The project moved. If clients can't see it, they'll ask for updates.

Can we get a report?

Another report your team has to prepare instead of doing billable work, every month.

What it looks like

What your clients see

What's on these screens comes from the work already recorded, not from a report someone writes at month end.

Project activity

Project activity

Clients can check progress without asking your team for an update.

Hour → task → monthly report

Hour → task → monthly report

Clients open a task in the report and see the time entries behind it.

Trends and forecast

Trends and forecast

Clients can see spending trends before the end of the month. If there's an overrun, you and the client are looking at the same numbers.

Ask in plain words

Ask in plain words

Clients get answers without interrupting your team.

Trace every number to its source

Trace every number to its source

Clients click a number and see the records behind it. Monitoring data is available to them here too.

Export project reports

Export project reports

The monthly report is already there, and your client downloads it themselves.

Project activity
Project activity
×
Hour → task → monthly report
Hour → task → monthly report
×
Ask in plain words
Ask in plain words
×
Trace every number to its source
Trace every number to its source
×
Export project reports
Export project reports
×
What it does

Less reporting. More time for development

The data comes from the tools you already work in, and the monthly report is not something anyone assembles by hand.

Client updates without the reporting

Clients see what was done and when

Makes your work visible

Give clients a clear view of the work your team is already doing, including the parts that never show up in a deliverable.

From a spec to a proposal

Upload the spec, a client enquiry or a full document, and it comes back broken into modules with an hour range for each. You correct it, add your own terms and send it out.

Monitoring and alerts

See incidents and system trends before your client does.

Project history and knowledge

See what was agreed, when, and why, even years later and even if the person who knew has left.

Privacy by design

Each client can access only their own project, and personal information is replaced with labels before content is sent to the AI model.

Automatic project summaries

SLAtech Vantage assembles the monthly summary from tasks, time entries, and events. Nobody on your team writes it.

Forecast to month end

Forecast month-end hours based on the current pace, with a comparison to previous months.

Recurring issues and previous fixes

SLAtech Vantage identifies an incident that has come back and shows what resolved it last time.

SLAtech Vantage connects to your systems through their APIs. If you need an integration or module we don't support yet, we can scope it as part of the implementation.

Tell us what you need
What your client sees

Let clients answer routine project questions themselves

A question in plain words, and an answer built from the work already recorded. You can see which sources it was built from.

Client portal · plain-English questions EXAMPLE
What was done on the project last month?
Last month four tasks were completed and two incidents resolved. Most of the work went into the signup screen and the payments interface. 38 hours logged in total.
Task · signup screenTask · payments interfaceWork log · July
How much of that went to payments?
14 hours, 9 of them on the integration with the payment provider and 5 on testing. The task was closed last week.
Task · payments interfaceThree time entries
Were there incidents our users noticed?
Two. One was closed within 40 minutes, the other recurred twice and then its root cause was fixed. No repeats in the two weeks since.
Monitoring · AugustFix · payment error
Clients get answers without interrupting your team, which means fewer emails, fewer status calls, and fewer reports to prepare. If the records don't contain enough information, SLAtech Vantage says so.
Who sees what

Control exactly what each client can see

Clients see only the project data you choose to expose. Internal notes, costs, margins, and team discussions stay private by default, and other client projects remain isolated.

Your client sees

  • Tasks, statuses, and what was delivered
  • The hours you put on the invoice
  • System health and the incident history
  • Project knowledge: what was solved and how, open to the client as much as to you

Private by default

  • Internal notes and drafts on tasks
  • Rates, cost, and the margin on the project
  • Internal discussion and your team's threads
  • Other client projects, which remain isolated

What is internal stays internal: working notes, threads between your own people, and other clients' data. The client sees what belongs to their project.

Alerts and priority

What reaches you about failures, and in what order

An alert goes out once per failure, and the list itself is ordered by what needs attention first.

One alert per incident, with another only if it returns

Each project can have one email address for specifications received from the client and another for production incident alerts. Each address can use its own language.

A new incident generates one alert. Additional occurrences of the same incident increase its counter instead of generating more email. If the incident is resolved and later returns, a new alert is sent.

Different incidents remain separate. If forty different incidents occur, the system can send forty separate alerts because each one requires attention.

Automatically prioritize incidents that need attention

Each incident is prioritized based on how often it occurs, the type of error, whether it returned after being resolved, and when it was last detected.

Issues caused by external services are not automatically pushed to the top of the list, while noise from bots and scanners is kept from being promoted. If an incident has not occurred for three days, its automatic priority is reduced.

Priority can also be set manually. A manual setting overrides the automatic priority and remains in place.

Why not build it yourself

You could build it. But then you have to maintain it

A client portal isn't just a dashboard. You have to connect the data sources, maintain integrations, manage access rules, isolate client data, keep reports working, and adapt as your internal tools change.

Build internally

  • Connect every system separately, and absorb every vendor change yourself
  • A plain-English question layer, plus the access rules that keep client data isolated
  • Monitoring, alerts, and a history you have to store and search
  • Then maintain all of it while your team ships client work

Use SLAtech Vantage

  • The systems you already use get connected, not rebuilt
  • Client isolation and PII filtering are built in from the start
  • Monitoring and history work from day one
  • We maintain the platform and integrations so your team stays focused on client work
Pricing and implementation

Pricing based on your setup

Every agency has a different combination of tools, projects, historical data, and requirements. SLAtech Vantage is scoped around your actual implementation rather than priced per seat.

What you can include

Every implementation includes the client portal, plain-English Q&A, and PII filtering. Add the modules your projects require.

Always included Client portal Plain-English Q&A PII filtering

Connects to what you have

  • Your task tracker
  • Your mailbox
  • Your repository
  • Historical data import
  • Your messaging tools
  • Your branding
  • WhatsApp threads
  • Client requests, properly worded

What was done

  • Tasks and backlog
  • Time tracking
  • Task discussion
  • Periodic reports
  • Project email
  • Files and attachments
  • Commits and code
  • Spec broken into modules
  • Work planning

Time and billing

  • Where the hours went
  • Hour → task → monthly report
  • Invoicing
  • Accounting integration
  • Client proposals
  • Hour range per module
  • Your standard terms
  • Shareable proposal link
  • Proposal status
  • Your currency and VAT
  • Gaps the spec didn't cover
  • Purchase orders matched to hours
  • Your client's legal entities
  • Client details in the quote and PDF
  • Monthly ceiling per task

Monitoring and alerts

  • Error monitoring
  • Identical incidents merged
  • Regressions: bugs that came back
  • Alerts
  • Incident history
  • Area names, not module names

Project history and knowledge

  • Search the history
  • Project history
  • Knowledge base
  • Monthly summary

Team and permissions

  • Who works on the project
  • Communication analysis
  • Who sees what
  • Project involvement

The data stays yours

  • Client isolation
  • Access log

You only pay for the modules included in your implementation.

What affects the scope

Pricing depends on four things, not seat count.

  1. Integrations The systems SLAtech Vantage needs to connect to. Two or seven is a real difference in implementation work.
  2. Historical data How much existing project history needs to be available. This affects the initial processing, not the ongoing run.
  3. Number of projects One project to start with, or your whole client portfolio.
  4. Selected modules Monitoring, branding, permissions, client isolation, and whatever else you choose to include.
A short call → a review of your systems → an implementation scope and a written proposal. Nothing is charged until the scope is agreed.

Privacy by design

Each client can access only their own project. Before a question is sent to the AI model, personal information such as names, ID numbers, phone numbers, and email addresses is replaced with labels. Access is passwordless, using a one-time sign-in code.

From a spec to a proposal, the same day

Upload the spec, a client enquiry or a full document, and it comes back broken into modules, each with a type of work and an hour range. The range is a draft to edit, not a prediction. You correct what needs correcting, and your corrections are kept.

The proposal carries your hourly rate, your currency and VAT, and the terms you already work by: payment schedule, how long the offer stands, handover of the code.

  • Broken down by module, not one number for everything
  • Assumptions the spec doesn't cover, written out
  • Your own coefficient for working with AI, per type of work
  • A PDF to download or a link to share
Before the deal

What happens before the deal already lives in the system

The enquiry, the spec, the correspondence and the prospect record sit in the same place where the work will run once the contract is signed.

Start managing a project before the contract is signed

A project can be created while it is still in the negotiation stage, before any actual work begins. There are no work logs or billable hours at this stage, but email and messaging can already be connected so all communication with the prospective client stays in one place.

Other integrations, including task management systems, code repositories, and monitoring tools, become available when the project moves into active work. The specification and proposal remain in the same project, so nothing needs to be transferred or recreated after the contract is signed.

One company record, without duplicates

Each company has a single record in the system. Your relationship with that company, including contacts, language preferences, and notes, is stored separately.

Before a new company record is created, the system checks whether the company already exists. If a match is found, only public information is shown: company name, registration number, and address. This helps prevent duplicate records without revealing who works with the company or exposing internal information.

Keep real contacts separate from shared and automated senders

SLAtech Vantage collects contacts from project communications and distinguishes between people, shared or service mailboxes, and automated senders.

This keeps noreply addresses and shared inboxes from cluttering the contact list and makes it easier to find the people involved in a project. Classification is based on the sender name and email address and can be corrected manually at any time.

Languages

Send project notifications in each recipient language

Each user can have a preferred language: Hebrew, English, or Russian. Outgoing messages, including project invitations, specification notifications, and incident alerts, are generated in the recipient selected language.

A language is also assigned to each client record and is used for proposals. This allows project participants to receive information in the language that works for them without relying on manual translation.

Why this was built

Years of client work, the easy clients and the difficult ones. The time never went into the development itself. It went into everything around it: pulling together what was done this month, explaining again where the hours went, assembling the report, putting out a quote.

A tool like this gets built out of the daily need first, so that every client, demanding or not, is handled the same way, without the routine and without the endless explaining. Now it's open to anyone who works like this.

Questions

Frequently asked questions

What exactly does the client see about hours?
The hours you put in the report and the tasks they are attached to, so they understand what the invoice covers. What goes into the report is your call.
Will they see our rates and our costs?
Not unless you expose them. Rates, cost, and the margin on the project are private by default, as is your team's internal discussion. What is private stays private unless you change it.
Do we have to replace the tools we work with?
No. SLAtech Vantage is intended to sit on top of the systems your agency already uses: your tracker, your repository, your email, your messaging tools. Nothing has to move, which is the point, because a tool that demands a migration does not get adopted.
What will we have to write or fill in by hand?
Nothing. The data comes from the tools you already work in, and the monthly report is not something anyone assembles by hand. Everything your client sees is built from work that happens anyway.
Can one client see another client's project?
No. Client access is isolated by project rather than configured afterwards, and access to the data is recorded in a log.
Can we start with a single project?
Yes, and that is usually how it starts. One project is a separate and much smaller implementation; a whole client portfolio is scoped differently. The number of projects is one of the four factors.
Is pricing based on users?
Not primarily. Scope depends on integrations, historical data, number of projects, and selected modules. You only pay for the modules included in your implementation.
Can you build an integration we need?
If an integration or capability isn't currently supported, we can review the requirement and scope the additional work. That gets discussed in the same short call as the implementation scope.
What the system has

Each module explained on its own page

Every module has a page of its own: what it does, where the data comes from and how much of it the client sees. Read only what matters to you.

What each plan includes and what it costs - on the pricing page

Implementation

Give your clients visibility without adding another reporting workflow

Tell us about your agency, the tools you use, and what you want your clients to see. We'll review the setup and get back to you within one business day.

  • We review which systems you already use
  • We show how a real project of yours would look
  • We propose an implementation scope and pricing in writing

Talk to us

Tell us a little about your setup.

Your details go to us and nowhere else. We'll get back to you within one business day.
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