A multi-client workspace for safety consultancies
Run your safety consulting practice on the same platform your clients use. Manage client portfolios and engagements from one workbench, with governed client connections and provenance-controlled access — every action attributable, every client's data isolated.
Client portfolio
One practice. Each client's own workspace.
Separate workspaces. Scoped access. Revocable permissions.
What Consultant Practice OS does for you.
Client Portfolio Workspace
See every client engagement from one practice workbench — status, open work, and deadlines across your whole book of business.
Governed Client Connections
Access to a client workspace is granted, scoped, and revocable — with provenance recorded on the work you deliver, so it is always clear who did what, for whom.
Engagement Tracking
Structure engagements with deliverables and timelines, and keep practice work connected to the client records it produces.
Tenant Isolation by Construction
Every client remains a fully isolated tenant with row-level security. Practice access never blurs the boundary between client datasets.
Dispatch and visit calendar
Plan engagements, schedule site visits, and run the week from a dispatch 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 the client still accepts
Wizard or CSV import proposes grants only. Nothing becomes an active connection until the client accepts.
Firm templates, copy-on-publish
Publish practice templates once. Each seated client receives their own copy — the firm's source stays separate from the client's record.
Firm-delivered training
Assign firm-run training to seated clients without blending tenant records. Completions stay on the client workspace.
Perception surveys
Run safety-perception surveys across the book and keep each client's responses inside that client's tenant boundary.
Audited switch into the client workspace
When a grant and seat are active, switch into that client's own compliance workspace under an audit log.
Earnings dashboard
See partner earnings for the firm in-product. Public marketing does not list band fees or a commission rate — those stay on the partner page and in-product.
What you get
- Run every client from one practice workbench
- Keep client access scoped, revocable, and recorded
- Deliver work with provenance attached
- Preserve hard tenant isolation per client
- Dispatch visits and watch posting-season readiness across the book
- Import a book the client still has to accept
Works great with
Ready to run your practice on SafeGora?
Apply online. Our team reviews each firm application; when approved, your onboarding email carries the link to activate a guided trial. Named-consultant plan options and payout setup complete in-product when you are ready.