Client portfolio workbench
Status, open work, and deadlines across the whole book in one view — aggregation that respects each client's boundary, one client context at a time.
For safety consultants
Run your whole practice on the platform your clients use.
Plan visits, deliver work, and follow each client from one firm console. Every employer keeps its own workspace and decides whether to grant your team access.
EXAMPLE DATA / PRACTICE
Client portfolio
One practice. Each client's own workspace.
2 example clients1 active connection
Example Client AClient-granted · Inspection scope
Access grantedExample Client BClient acceptance still required
Pending requestEvery client controls the connection.
Separate workspaces. Scoped access. Revocable permissions.
Start with a real client workflow
Apply online for manual approval. When your workspace is ready, try Firm OS for 30 days with up to 10 consultants and no card required. Firm licences are $79per named consultant per month, plus applicable tax, if you choose to subscribe. Your employer clients choose and pay for their own workspace plans separately.
The practice layer
Built for firms that deliver safety as a service.
Independent consultants, fractional practices, and risk-services teams — the same architecture: client-approved access on a regulated substrate.
Governed client connections
Access is granted by the client, scoped to what they approve, and revocable at any time — with the provenance of every connection recorded.
Hard tenant isolation per client
Every client remains their own tenant with database-enforced isolation. No shared folders, no resold sub-accounts, no blended records.
Engagements & visit scheduling
Plan engagements, schedule site visits, and run the week from a dispatch calendar built for multi-client fieldwork.
AI-assisted drafting — advisory only
The assistant drafts visit reports and triages the portfolio so the firm's attention goes where the risk is. A person reviews everything before it becomes the record.
Deliverables with provenance
Client deliverables carry their provenance — who produced what, from which records, under which grant — so your work product stands on its own.
Book import the client still accepts
Wizard or CSV import proposes grants only. Nothing becomes an active connection until the client accepts — the book never silently lands.
Recordkeeping season board
See posting-season and electronic-submission readiness across seated clients. Preparation and organization — filing stays the employer's act.
Firm templates & training
Publish practice templates with copy-on-publish, and deliver firm-run training to seated clients without blending tenant records.
Partner economics
Transparent, published economics.
Client employers subscribe to SafeGora separately. Firms can review the published revenue-share rate, eligibility rules, and payout cadence before applying.
Keep exploring
Go deeper.
Consultant Practice OS
The product module behind the practice: firm console, seats, templates, and earnings.
ExplorePartner program
The published economics, eligibility rules, and the online partner application.
ExploreSeptember consultants focus
National Preparedness Month, unprogrammed inspections, and the runway to the February posting window.
ExplorePartner directory
Find a live practice partner — opt-in listings only, no fabricated testimonials.
ExploreFAQ
What consulting firms ask before they apply.
Ready to run your practice on SafeGora?
Apply online. Our team reviews each firm application; when approved, your welcome email opens the ready workspace. Sign in with an email code and start your 30-day trial. Review your consultant quantity and monthly total before subscribing.