1. Pathalize
Client portals with AI-drafted checklists, for service teams whose checklists are shared with the client.
- Best for
- Agencies, consultancies, and MSPs running client-facing onboarding and delivery
- Starting price
- $20/seat/mo, or $16/seat/mo billed annually
- Free plan
- Yes: 3 members, 1 project, 1 client portal
Where it is strong
- One branded portal per client; client access is free and unlimited
- AI drafts a full checklist from a one-line description of the project
- Photo verification on completed steps, plus team leaderboards
Where it falls short
- Only basic conditional logic, and no approval workflows
- No Zapier or public API yet
- White-label is on the paid Team plan, not the free one