Stay aligned with your clients while making it easy for them to see active services, explore additional offerings, and send requests to the right person.
How it works
Build your service catalog once
Add categories and services at the firm level. Your full catalog is shared across client accounts, so you only have to set it up once.
Turn services on or off per client
Each client can have a different mix of active services. Active services appear as part of their working relationship, while inactive services help surface what else you offer.
Add service details where they matter
Use service details to show client-specific information like pricing, timelines, requirements, links, or deliverables. Blank details stay hidden, so clients only see what’s relevant to them.
Let clients take action right from the portal
Active services can use Submit Ticket so clients can send in work requests. Inactive services can use Request Service so clients can express interest in services they do not currently have.
Route requests automatically
Assign each service to a team member so requests go to the right person by default. You can also override the assignee for specific client accounts when needed.
Preview the experience before clients see it
Use View as Client to check exactly how your service showcase appears in the portal.
💡 Pro Tip: Blank details stay hidden, so clients only see what’s relevant to them!
Why use the Service Showcase?
Make your services easier to understand
Organize everything into clear categories so clients can quickly see what you offer.
Keep client info tied to the right service
Show important details directly inside each active service instead of burying them in emails or scattered notes.
Create simple upsell opportunities
Inactive services help clients discover additional ways you can support them.
Make intake more structured
Service requests create a cleaner workflow by collecting context, priority, and due date up front.
Send requests to the right teammate
With service-level assignments and per-account overrides, requests do not have to land in a generic inbox.
What clients will see
Depending on the service and your settings, clients may see:
Active services with their relevant details
A Your Info button when service details are available
A Submit Ticket button for active services
A Request Service button for inactive services
A Learn More button for inactive services with a marketing link enabled
Use inactive services to highlight additional offerings in a natural way. Clients can discover what else you provide without leaving the portal, and your team gets notified when they raise their hand.