Client Portal
Your Clients.
On Track. Every Day.
AI-generated action plans and task management in one easy-to-use portal. Counselors can give clients access to a secure portal to view their action plans and manage their tasks.
Give your clients the structure, clarity, and accountability they need to stay motivated and make real progress toward their goals.
Everything your clients need to succeed—right at their fingertips.
AI-Generated Action Plans
Personalized recommendations powered by AI to help clients focus on the right steps.
Task Management
Organize tasks, set priorities, and track progress with an intuitive Kanban board.
Progress Tracking
Real-time insights and scores keep clients motivated and aware of their progress.
Give your clients the power to manage their action plan and tasks
To Do
2In Progress
2Done
0Completed
2Develop design system knowledge
Create reusable Figma components and variants
Build case studies that show outcomes
Create detailed case studies with clear storytelling Include research findings
Perform Audit Designs for WCAG compliance
Study WCAG accessibility principles and contrast rules
Increase HTML coding skills
Practice creating responsive layouts using HTML
No tasks
Audit and Align Online Presence to Target Suitability
Conduct a systematic review of Jo Consilo's online presence and target fit
Complete resume review
Client must have resume for EES meeting with employers
Better outcomes
for everyone.
For Clients
Clear direction, manageable tasks, and consistent progress toward their goals.
For Counselors
Save time with AI-generated plans and easily monitor client progress.
For Results
Keep clients engaged, accountable, and moving forward—every day.
Ready to give clients a better experience?
See how the Client Portal works alongside training, coaching, and program management.