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Consultant Portal

The Consultant Portal enables social value advisors to manage client portfolios, generate custom reports, and provide white-label services.

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Dashboard Overview

The Consultant dashboard (/consultant) displays:
  • Client List: All managed client organizations
  • Portfolio Stats: Aggregated impact metrics
  • Pending Invitations: Client invitations to accept
  • Recent Activity: Latest client evidence and reports

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Key Features

Portfolio Management

Aggregate insights across all client organizations

Client Invitations

Invite new clients or accept client requests

AI Theme Generation

Generate custom themes for client portals

Bulk Export

Generate compliance reports across portfolio

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Client Management

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Inviting Clients

POST /api/consultant/clients/invite
{
  "email": "ceo@company.com",
  "organizationName": "Client Corp",
  "serviceLevel": "premium",
  "frameworks": ["bCorp", "csrd"]
}

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Accepting Invitations

When a client invites you to manage their account: 
POST /api/consultant/accept-invitation
{
  "invitationId": "inv_abc123"
}

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Client Status

StatusDescription
PendingInvitation sent
ActiveManaging client
InactivePaused management
EndedRelationship concluded

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Portfolio Analytics

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Aggregated Metrics

View combined data across all clients:
MetricDescription
Total ImpactSum of all evidence value
Active ClientsOrganizations currently managed
Avg ComplianceMean framework compliance score
Top PerformersHighest impact clients

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Portfolio API

GET /api/consultant/portfolio
{
  "clients": 12,
  "totalKindness": 4567,
  "totalVolunteerHours": 2340,
  "totalDonations": 156789,
  "avgComplianceScore": 82.5,
  "topPerformers": [...]
}

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AI Theme Generation

Generate custom client themes using AI: 
POST /api/consultant/theme/generate
{
  "clientId": "client_123",
  "industry": "technology",
  "values": ["innovation", "sustainability"],
  "existingBrand": {
    "primaryColor": "#2563eb"
  }
}
Rate Limit: Theme generation is limited to 10 requests per day to manage AI costs.

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Save Theme

POST /api/consultant/theme/save
{
  "clientId": "client_123",
  "theme": {
    "primaryColor": "#2563eb",
    "secondaryColor": "#7c3aed",
    "logo": "https://...",
    "fontFamily": "Inter"
  }
}

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Bulk Operations

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Portfolio Export

Export data across all clients: 
GET /api/consultant/export?format=pdf&frameworks=bCorp,csrd
Supported formats:
  • PDF: Branded compliance reports
  • CSV: Raw data for analysis
  • JSON: API integration

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Report Types

ReportDescriptionFrameworks
Portfolio SummaryAll clients overviewAll
Client Deep DiveSingle client analysisAll
Framework ComplianceSpecific frameworkB-Corp, CSRD, etc
Benchmark ReportClient vs industryAll

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White-Label Services

Configure consultant-branded experience:
FeatureDescription
Custom DomainUse your own domain
Branded ReportsYour logo on all PDFs
Email TemplatesCustom email styling
Portal ThemeFull visual customization

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Billing Integration

Track client service levels:
LevelFeaturesPrice Point
BasicEvidence tracking£
Standard+ Compliance reports££
Premium+ AI insights, priority£££
Enterprise+ Custom integration££££

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API Endpoints

EndpointMethodDescription
/api/consultant/clientsGETList clients
/api/consultant/clients/invitePOSTInvite client
/api/consultant/portfolioGETPortfolio overview
/api/consultant/exportGETExport data
/api/consultant/theme/generatePOSTAI theme generation
/api/consultant/theme/savePOSTSave client theme
/api/consultant/accept-invitationPOSTAccept invitation
All endpoints require authentication and CSRF protection for mutations.

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Workflow Example

1

Invite Client

Send invitation with service level and required frameworks
2

Client Onboarding

Client accepts and connects their organization
3

Configure Theme

Generate or customize client portal appearance
4

Monitor Progress

Track evidence submissions and compliance scores
5

Generate Reports

Create branded compliance reports for client delivery