Portfolio workbench
Status, open work, and deadlines across the book — one client context at a time, never a blended query.
September consultants focus
September is when the book has to be ready — not next February.
National Preparedness Month is the official September observance for emergency-plan reviews. Most federal inspections arrive unprogrammed. The annual-summary posting window opens February 1. This is the month private consulting firms get every client's plans and logs current — from one practice console, with each client isolated.
What the month demands
Four asks every multi-client practice hears in September.
Each maps to a shipped practice capability — preparation and organization, not filing. The employer still posts, submits, and signs.
01
Emergency action plans that exist on every client, not in a drawer
National Preparedness Month is when clients ask whether the plan is current, trained, and drill-ready. A written-program catalog with version history is what you show — not a binder that stayed at the last site.
02
Records that are already current when an inspector arrives unannounced
In OSHA's latest published enforcement year, more than half of federal inspections were unprogrammed — complaint, referral, or incident-driven. Readiness is a continuous book, not a week of reconstruction.
03
Every client's log audit-ready before the posting window
The annual-summary posting window opens February 1. September is when a practice gets every client's injury and illness records reconciled — on a season board that respects each tenant boundary.
04
Visits, drills, and deliverables that carry provenance
Dispatch the week, run the visit, publish the report the client acknowledges. Each deliverable records who produced it, from which records, under which grant.
Sept
National Preparedness Month — emergency-plan reviews across the book
>50%
Federal inspections in the latest published year were unprogrammed
Feb 1
Annual-summary posting window opens — September is the runway
0
Jurisdictions on one compliance substrate your clients already use
The practice layer
Built for firms that deliver safety as a service.
Independent consultants, fractional practices, and risk-services teams — client-approved access on a regulated substrate.
Governed, revocable access
The client grants the seat, sees the scope, and can revoke it. Switching into a client workspace is audited.
Hard tenant isolation
Every client remains their own tenant with database-enforced isolation. No shared folders, no resold sub-accounts.
Dispatch & visit calendar
Plan engagements, schedule site visits, and run the week from a calendar built for multi-client fieldwork.
Recordkeeping season board
See posting-season and electronic-submission readiness across seated clients. Preparation and organization — filing stays the employer's act.
Book import, client-accepted
Bring an existing book via wizard or CSV. Every connection is a proposed grant until the client accepts.
FAQ
Straight answers for consulting firms.
Find a live practice partner in the partner directory, or read the consultant solution.
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