Client Portal Included for clients

One place for your project, your reports, and your next step

The Client Portal is where your AI visibility work lives. It shows what has already happened, what is happening now, what we need from you, and what we are doing next.

The short answer

The Client Portal is the client facing side of AI Search Rankings. It holds your project, your tasks, your approvals, your documents, your reports, your invoices, and your messages in one place. Every screen answers where you are, what has happened, what you need to do, and what we do next.

This feature is part of the client platform. The audit is free and needs no account.

The Business Source of Truth screen in the client portal, with panels for facts waiting on a decision, an address check that has found a problem, the business model selector, and an approval panel recording when the record was approved.

Sample data. This is the real screen with example figures in it, not one business's results.

One governed record of what is true about the business. Every page and every answer we produce reads from it.
What this feature shows

What every screen answers

The portal is built on one rule. A person should never have to ask a member of our team a question the screen could have answered. Every page answers these seven.

  • Where am I, and what is this page for?
  • What has already happened on my project?
  • What is happening right now?
  • What do I need to do next?
  • What is AI Search Rankings doing next?
  • What happens after I click this button?
  • Who do I contact if something is unclear?
Your project at a glance

Open it and know where you stand

The dashboard opens with the state of your project in plain language, not a wall of charts. You see the phase you are in, what was completed most recently, and the single next action that matters.

When something needs you, it is at the top and it says why. When nothing needs you, the portal says that too, so you can close the tab with confidence instead of wondering what you missed.

  • The current phase. Where your project has reached, written the way you would describe it to a colleague.
  • Your next step. One clear action, with the reason it matters and what happens once it is done.
  • Nothing needed is a real answer. When there is nothing for you to do, the portal says so rather than leaving an empty screen.
Illustration of a clear step by step path from a first audit through to improved AI visibility.
A project you can follow is a project you can trust.
Tasks and approvals

Approve work without a thread of emails

Work that needs your review appears as an approval with the deliverable attached, the reason it needs a decision, and what happens after you approve or ask for a change.

Everything is recorded, so there is never a question later about what was agreed, when it was agreed, or who agreed it.

  • One place to say yes. No searching an inbox for the latest version of a document.
  • A reason attached to every request. You always know why your decision is needed before you make it.
  • A record that survives. Approvals, changes, and comments stay attached to the work they belong to.
The reports screen in the client portal, showing work delivered against what was scheduled, a breakdown of completed work by type, an account health panel, and a numbered list of recommended next actions.

Sample data. This is the real screen with example figures in it, not one business's results.

What was delivered, what it changed, and the next action, on one screen.
Reports and documents

Every report, with the plain meaning beside it

Your visibility reports, deliverables, and documents are all in the portal, each written so a non technical reader can act on it without a translation call.

Charts carry a sentence explaining what changed and why it matters. Documents can be opened, downloaded, or shared with your team in the formats they already use.

  • Explained, not just displayed. Every chart has a plain sentence beside it saying what happened and what is next.
  • Exportable. Reports can be taken into a team update or a board pack without rebuilding them.
  • Always the current version. The portal holds one copy of the truth, so nobody works from an old file.
Illustration of an AI visibility report laid out with a score, key areas, and a prioritised action plan.
A report you have to decode is a report that does not get used.
Billing and support

No surprises, and a person when you need one

Invoices, what is included in your plan, and what has been delivered are all visible in the portal. You can see what you are paying for and what it produced.

When you would rather talk to somebody, support is reachable from every screen, and we reply within 24 hours during the working day.

  • Your invoices in one place. What was charged, when, and what it covered.
  • Scope you can check. What your plan includes, so nothing is a surprise later.
  • Help from where you are. Support is on every screen rather than behind a contact page.
Illustration of a clear conversion funnel showing how visibility work turns into customer enquiries.
You should always be able to connect the spend to the work.
What a result looks like

How a portal screen reads

Every screen gives you the state, the meaning, and the next move. This is the shape of that.

What is happening on my project right now?

In progress

What this means
Your current phase is named, with the work completed most recently listed underneath it.
Next action
Nothing from you right now. The next update appears here when the current step finishes.

Is there anything waiting on me?

One approval waiting

What this means
A deliverable is ready for your review, with the reason your decision is needed attached to it.
Next action
Open the approval, read the summary, then approve it or ask for a change in the same place.

Did last month's work actually move anything?

Visibility improved

What this means
More tracked questions mentioned your business than in the previous period, and the report says which ones.
Next action
Read the one paragraph summary, then look at the next focus area listed below it.

What do you still need from me?

Two items requested

What this means
Work is waiting on information only you can confirm, such as pricing guidance or proof examples.
Next action
Send the two items listed. Each one says why it is needed and what it unblocks.

These rows show the shape of a report. They are an illustration of the layout and are not the results of any real business.

Ask about your business

Want to see how a project actually runs?

Send us your business name or your website and we will tell you honestly, before you spend anything.

  • We reply within 24 hours during the working day.
  • A real person answers, not an automated sequence.
  • We never sell your details and we do not add you to a marketing list.

Would rather talk? Call +1 (510) 399-5523.

We use your details to answer you and to follow up once. Nothing else.

Reliable reporting

What we will and will not tell you

A report that overstates what it knows is worse than no report, because it sends you to fix the wrong thing.

  • Only measured results are shown. When something has not been checked yet, the report says so rather than showing a zero.
  • A missing result is not counted as a loss. Not measured and not mentioned are different findings and are labelled differently.
  • Every chart has a plain sentence beside it. You should never have to interpret a number on your own.
  • We never report a rank. No ranking data exists for these systems, so a rank would be invented.
  • The portal never shows work as finished before it is. A task reports the state it is actually in, including when it is blocked and what it is blocked on.
  • We do not guarantee AI recommendations. Those systems are controlled by other companies. We improve the accuracy, completeness, and consistency of the evidence they read about you.
Questions people ask

Client Portal questions

Do I need to learn a new tool to use the portal?

No. The portal is built so that the first screen tells you what to do without a tour or a training call. Every page states where you are, what has happened, and what to do next, and support is reachable from anywhere in it if something is still unclear.

Can my team have access?

Yes. Access is set up for the people who need it, and reports and documents can be exported for anyone else who only needs to read them. We agree who needs access during onboarding.

Will I know what you are working on without asking?

Yes. That is the point of the portal. The current phase, the completed work, the work in progress, and anything waiting on you are all on screen. You should never have to send an email asking for a status update.

What happens if I do not respond to an approval?

The work waits and the portal keeps showing it as waiting on you, with the reason. Nothing is marked complete that is not complete, and we follow up rather than quietly moving on, because a silent approval is not an approval.

Do I need the portal to run the free audit?

No. The Free AI Visibility Audit Tool is completely public. There is no account, no card, and no portal access needed. The portal is for clients once work is under way.

Talk to a person

Not sure where your business should start?

Tell us what you are trying to fix. We will point you at the right first step, even when that step is not something we sell.

  • We reply within 24 hours during the working day.
  • No obligation, and no sales sequence afterwards.
  • We never sell your details.

Would rather talk? Call +1 (510) 399-5523.

We use your details to answer you and to follow up once. Nothing else.

See what the work starts from

The portal is where the work is tracked. The free audit is where it begins. It takes about two minutes, needs no account, and every finding is real.

We do not guarantee rankings, citations, or AI recommendations, because nobody can. We improve the accuracy, the completeness, and the consistency of the evidence those systems read about your business. We do not sell your details and we do not send marketing you did not ask for. Browse every check we run. Already a client? Sign in.