Service line — client & SLA operations

Operational accountability your clients can see, on the same workspace your team works in.

Client management + multi-location facility structures + recurring task tracking + SLA compliance + partner portal — for service businesses where the client wants visibility on what's getting done, when, and where it stands.

What you'll actually run

Client records + linked profile assignments

Workspace-scoped client accounts. Linked profiles for the people responsible on each side. Deletion checks for dependencies (a client with active facilities or running SLAs can't be deleted accidentally). Foundation for Basic; everything else builds on top.

Multi-location facility structures

One client can have multiple facilities — locations, branches, venues, sites. Each facility carries its own recurring tasks, SLA scope, and notification routing. Useful for horeca chains, multi-office legal firms, education operators with multiple campuses, real-estate portfolio managers.

Recurring task tracking + status

Per-facility recurring tasks (cleaning logs, equipment checks, monthly compliance reviews, supplier orders). Each task has a status — compliant, pending, issue. Dashboards roll up to facility-level percentages and client-level summaries. Operations leads see across the portfolio; venue managers see only their facility via role-gated access.

SLA compliance percentage with location breakdown

A live SLA compliance percentage rolls up from individual recurring tasks. Drill in to see which locations are pulling the number down, which tasks are overdue, who owns the next action. Useful for operations directors who need to see status without tapping their venue managers on the shoulder weekly.

Partner portal — what the client actually sees

Authenticated portal at /portal where the client sees their own facility data — recurring tasks, SLA status, recent activity. Membership lives in client_portal_users, gated by getPartnerPortalAccess. The client cannot see other clients' data. Provisioning happens on consent during reservation flow or by manual admin invite. EN/NL/AR locale-aware.

Role-gated mutations + RLS isolation

Every write checks role (admin / manager / contributor / portal-client) before mutating. Cross-workspace and cross-client data access is blocked at the database via Supabase Row Level Security — not at the application layer where a bug could leak. The client portal is structurally isolated from the admin workspace.

What this replaces

Replaces: spreadsheet-tracking of recurring tasks across locations · ad-hoc client status emails · a separate portal vendor for client visibility · the manager's manual Monday-morning compliance walk through every venue. Note: this is not a full CRM (HubSpot, Pipedrive remain that category) and not project management (Asana, Linear, Monday remain that category).

Pricing

Client and SLA operations are available across both tiers — Basic from €499 setup + €50/month for foundational client records and single-location facility tracking; Pro from €899 setup + €699/month for multi-location SLA compliance, partner portal access, recurring task automations, and the rest of the workspace stack.

Basic vs Pro →

Where the boundary is

  • Not a sales CRM for pipeline forecasting, deal stages, or enterprise account hierarchy. It is built around clients, service obligations, locations, portal visibility, and operational follow-up.
  • Legal Vault does cover agreements, invoices, receipts, manual bookkeeping entries, BTW summaries, retention, and e-signing. It does not replace payroll, bank-feed accounting, accountant exports, or Peppol e-invoicing.
  • Not Asana, Linear, Monday, or Harvest. The workspace is for client accountability and service reporting; specialist project-management or time-tracking tools can remain in place when a team needs that depth.

Legibility Hub

Ask the workspace operational questions without raw SQL.

Structured counts run through allowlisted database cards. Narrative context uses semantic retrieval only when needed. Hybrid answers separate deterministic facts from retrieved snippets and show provenance.

What is overdue this week?

structured

Counts overdue SLA tasks from scoped workspace tables.

Which clients need attention and why?

hybrid

Combines unresolved flags with recent semantic notes.

What content exists for booking and legal workflows?

semantic

Retrieves relevant workspace semantic nodes with citations.

Query cards

Allowlisted

No generated text-to-SQL surface is exposed.

Metering

Only on synthesis

Structured-only answers avoid Gemini and do not burn credits.

Scope

Workspace RLS

No cross-workspace data access is claimed or allowed.

Every answer can expose provenance: tables, filters, definitions, semantic snippets, and whether Gemini synthesis was used.
Audit governance

Booking lifecycle

Your booking becomes an operational record.

The booking is not the end of the form. It can become a client record, confirmation trail, Legal Vault draft, and follow-up path.

Consultation · horeca · real estate · custom
Reserved

Reservation captured

Public availability and active/gated/unavailable states guide the intake.

Confirmed

Status history

Reservation changes create an operational trail instead of a lost inbox thread.

Portal

Client access on consent

Portal-client provisioning can attach the booking to a future client workspace relationship.

Legal

DVO draft path

Confirmed reservations can draft a service agreement into Legal Vault where enabled.

Public submissions run through honeypot and form-start timing checks before they become operational data.

Reservations

Lifecycle

Status history

Logged

Anti-abuse

Checked

Open booking
Plan a 30-min call with Hossam — we'll demo the SLA dashboard and the partner portal on real data