Portfolio view
One action queue across client companies.
For safety & compliance consultantsScale the practice.
Scale the practice.
Not the admin.
AuditAlign organizes the work between your firm and every client—so portfolio growth does not automatically mean more inbox chasing, spreadsheet reconciliation, and report assembly.
ILLUSTRATIVE SCENARIO
Not a savings promisePractice coordination model
0.9Clients per hour
42Client touchpoints
4Central queues
Adjust the inputs to describe your current practice. The model visualizes coordination density only; it does not project revenue or guaranteed time savings.
The actual consultant job
Operate the client portfolio as one system.
Your expertise stays central. AuditAlign makes the handoffs, review states, and next actions visible.
Client handoffs
Clear requests, owners, dates, and submission states.
Firm authority
Consultants approve, return, or accept work.
Branded delivery
Client-ready reporting under your firm identity.
INTERACTIVE WORKFLOW
From portfolio signal to client delivery.
Stage 1
Triage
What needs attention across the portfolio.
Client / workstreamHarborCare · SB-553
OwnerConsultant review team
Next decisionPrioritize review
Built for adoption, not shelfware
The objections your team will raise.
Answer them before the pilot starts.
Will clients need to learn a complex system?
The client side is task-first: clear requests, uploads, confirmations, and status—not the consultant command center.
Does this replace our judgment?
No. Firm review and approval remain explicit parts of the workflow.
Can clients see our brand?
White-label context is designed into the product shell and reporting flow.
Is pricing final?
No. The current offer is being validated with design partners before broader release.
Assess your operating readiness
Identify the controls your firm needs before expanding its client book.
Get the consultant scale-readiness guide
Assess the operating controls behind a larger client book without assuming a guaranteed growth result.
Bring one real workflow to the design-partner pilot.
We’re looking for California-focused consultancies willing to shape the operating model before broad release.
Capture-only for now — no automated nurture sequences.