{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" %}
{% if not payload.workspace %}

Consultant Portal

Set up your consultant workspace

Create your workspace to manage clients, communicate with firms and refer work.

Your consultant workspace is not configured yet. Open profile/workspace settings and complete setup.
Configure Workspace
{% else %}

Consultant Portal

Managed clients, firm referrals and consultant assignments

Track bookkeeping clients, clarifications, due dates, service requests and conversion requests with audit firms.

Open Work Board Service Requests
Clarifications
{{ payload.stats.pending_clarifications or 0 }}
Firm messages
Service Requests
{{ payload.stats.open_service_requests or 0 }}
Open requests
Managed Clients
{{ payload.stats.managed_clients or 0 }}
Bookkeeping / support
Prospects
{{ payload.stats.prospects or 0 }}
Lead pipeline
Due Soon
{{ payload.stats.upcoming_due or 0 }}
Next 30 days
Overdue
{{ payload.stats.overdue or 0 }}
Linked firm work

Pending Consultant Clarifications

Firm messages visible to consultant. Internal and client-only notes are hidden.

View all
{% for comment, task, subscription, client, catalogue in payload.recent_firm_messages %}
{{ client.client_name }} — {{ catalogue.service_name }}
Task: {{ task.task_name }} • {{ comment.created_at_utc.strftime('%d-%m-%Y %H:%M') if comment.created_at_utc else '' }}
{{ comment.comment_type.replace('_',' ').title() }}
{{ comment.message }}
 {% else %}
No pending consultant-visible firm messages.
{% endfor %}

Pending Conversions

View
{% for client in payload.pending_conversions %}
{{ client.client_name }}
{{ client.client_code or '-' }} • {{ client.conversion_status.replace('_',' ').title() }}
{% else %}
No pending firm-client conversion requests.
{% endfor %}

Upcoming Due Dates

30 days
{% for subscription, client, catalogue in payload.due_items %}
{{ client.client_name }}
{{ catalogue.service_name }} • Due {{ subscription.current_due_date.strftime('%d-%m-%Y') if subscription.current_due_date else '-' }}
{% else %}
No upcoming due dates.
{% endfor %}

Overdue Work

Attention
{% for subscription, client, catalogue in payload.overdue_items %}
{{ client.client_name }}
{{ catalogue.service_name }} • Due {{ subscription.current_due_date.strftime('%d-%m-%Y') if subscription.current_due_date else '-' }}
{% else %}
No overdue linked firm engagements.
{% endfor %}

My Managed Clients

View all
{% for client in payload.managed_clients %}
{{ client.client_name }}
{{ client.client_code or '-' }} • {{ client.relationship_stage.replace('_',' ').title() }} • {{ client.status.replace('_',' ').title() }}
{% else %}
No managed clients yet.
{% endfor %}

Linked Firm Clients

Only explicitly linked clients are visible here.

{% for link in payload.active_links %}
{{ link.client.client_name if link.client else '-' }}
{{ link.client.client_code if link.client else '' }} • {{ link.relationship_type.replace('_',' ').title() }}
Due dates {{ 'enabled' if link.can_view_due_dates else 'hidden' }} • Communications {{ 'enabled' if link.can_view_communications else 'hidden' }}
{% else %}
No firm clients are linked yet.
{% endfor %}
{% endif %}
{% endblock %}