Client management

Your client roster — organized, searchable, and ready for action.

Onboard new MSP clients and jump into their dedicated Risk Workspace to review assessments, track findings, and coordinate remediation.

Onboard once, reuse baselines
Client-ready action plans
ACE support available

At-a-glance

Clients
Total clients
0
Contacts set
0
Tier summary
Tiering not set
Next step
Open a workspace
TipClick a client to open Risk Workspace →

No clients onboarded yet.

Start by adding your first client. You'll capture company basics, compliance requirements, and a snapshot of their IT and security environment.