Consultant Portal

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

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

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

Client Management

Inviting Clients

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

Accepting Invitations

When a client invites you to manage their account:

POST /api/consultant/accept-invitation
{
  "invitationId": "inv_abc123"
}

Client Status

Status	Description
Pending	Invitation sent
Active	Managing client
Inactive	Paused management
Ended	Relationship concluded

Portfolio Analytics

Aggregated Metrics

View combined data across all clients:

Metric	Description
Total Impact	Sum of all evidence value
Active Clients	Organizations currently managed
Avg Compliance	Mean framework compliance score
Top Performers	Highest impact clients

Portfolio API

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

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.

Save Theme

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

Bulk Operations

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

Report Types

Report	Description	Frameworks
Portfolio Summary	All clients overview	All
Client Deep Dive	Single client analysis	All
Framework Compliance	Specific framework	B-Corp, CSRD, etc
Benchmark Report	Client vs industry	All

White-Label Services

Configure consultant-branded experience:

Feature	Description
Custom Domain	Use your own domain
Branded Reports	Your logo on all PDFs
Email Templates	Custom email styling
Portal Theme	Full visual customization

Billing Integration

Track client service levels:

Level	Features	Price Point
Basic	Evidence tracking	£
Standard	+ Compliance reports	££
Premium	+ AI insights, priority	£££
Enterprise	+ Custom integration	££££

API Endpoints

Endpoint	Method	Description
`/api/consultant/clients`	GET	List clients
`/api/consultant/clients/invite`	POST	Invite client
`/api/consultant/portfolio`	GET	Portfolio overview
`/api/consultant/export`	GET	Export data
`/api/consultant/theme/generate`	POST	AI theme generation
`/api/consultant/theme/save`	POST	Save client theme
`/api/consultant/accept-invitation`	POST	Accept invitation

All endpoints require authentication and CSRF protection for mutations.

Workflow Example

Invite Client

Send invitation with service level and required frameworks

Client Onboarding

Client accepts and connects their organization

Configure Theme

Generate or customize client portal appearance

Monitor Progress

Track evidence submissions and compliance scores

Generate Reports

Create branded compliance reports for client delivery

Get Started

Core Modules

Portals

Consultant Portal

Consultant Portal

Dashboard Overview

Key Features

Portfolio Management

Client Invitations

AI Theme Generation

Bulk Export

Client Management

Inviting Clients

Accepting Invitations

Client Status

Portfolio Analytics

Aggregated Metrics

Portfolio API

AI Theme Generation

Save Theme

Bulk Operations

Portfolio Export

Report Types

White-Label Services

Billing Integration

API Endpoints

Workflow Example

​Consultant Portal

​Dashboard Overview

​Key Features

Portfolio Management

Client Invitations

AI Theme Generation

Bulk Export

​Client Management

​Inviting Clients

​Accepting Invitations

​Client Status

​Portfolio Analytics

​Aggregated Metrics

​Portfolio API

​AI Theme Generation

​Save Theme

​Bulk Operations

​Portfolio Export

​Report Types

​White-Label Services

​Billing Integration

​API Endpoints

​Workflow Example

Consultant Portal

Dashboard Overview

Key Features

Client Management

Inviting Clients

Accepting Invitations

Client Status

Portfolio Analytics

Aggregated Metrics

Portfolio API

AI Theme Generation

Save Theme

Bulk Operations

Portfolio Export

Report Types

White-Label Services

Billing Integration

API Endpoints

Workflow Example