MSP Client Management Software
Run every client account from one dashboard, give each client their own branded portal, and start each onboarding from a checklist you already trust. Your team follows the same path every time. Your clients stop opening tickets to ask where things stand.
Free for up to 3 team members. Paid plans start at $16/seat/mo billed annually. Client access is always free.
One dashboard, every client
Your whole book of business in a single view. See which client projects are moving, which are blocked, and who on your team owns the next step.
A separate portal per client
Each client gets their own branded space with their tasks, documents, and timeline. Nobody sees another client's project. White-label branding is on paid plans.
Checklists you reuse
Describe an onboarding or a migration in plain English and AI drafts the task list. Edit it once, save it as a template, run it the same way for the next client.
Client seats cost nothing
You pay per team seat, not per client contact. Invite the client's owner, office manager, and IT champion without changing your bill.
What breaks when you add the next client
Four problems that show up in every growing MSP.
Onboarding runs differently every time
Each new client onboarding follows whatever the assigned engineer remembers. Steps get skipped, timelines slip, and the next hire starts from scratch.
Clients call for status you already know
A migration takes weeks. The client has no view into it, so they email or open a ticket for an update, and someone stops working to write one.
Project context lives in one person's head
When a technician leaves mid-project, the next person has to reconstruct what was finished and what was still outstanding.
Recurring work has no fixed shape
Quarterly reviews, security assessments, and compliance checks should follow the same path every time. Instead the depth depends on who picked it up.
Managing thirty client accounts at once
A five-person MSP can carry dozens of client relationships. The limit is rarely technical skill. It is how many parallel processes one team can hold in their heads.
| What you need to do | How it works in Pathalize |
|---|---|
| See where all client work stands | A dashboard across every client project, with completion, blocked tasks, and owners. No per-client tab hunting. |
| Keep one client's work out of another's view | Each client project is its own portal with its own invited users. Access is scoped to that portal. |
| Run the same process for 30 clients | Save any project as a template, then start the next client from it instead of rebuilding the task list. |
| Know who owns the next step | Tasks are assigned to named team members, and to client contacts when the next step is theirs. |
| Stop work stalling on a dependency | Mark which tasks block others. When the blocker is finished, the next task unlocks instead of waiting for someone to notice. |
| Report progress without writing a report | The portal is the report. Clients open it and see completed work, current phase, and what is waiting on them. |
A customer portal your clients will actually open
Most client portals fail because they show the client either everything or nothing. The useful middle is a filtered view: enough to answer “where are we?” without exposing how the work gets done.
What the client sees
- Their project phases and what is finished
- Tasks assigned to them, with due dates
- Documents you have shared: runbooks, diagrams, sign-off forms
- Milestones reached and what comes next
- Notifications when something is done or needs their input
What stays on your side
- Internal notes and team discussion
- Your other clients and their projects
- Team performance analytics and leaderboards
- Draft checklists you have not published yet
Clients get an email invitation and log in from a browser. There is nothing for them to install and no seat cost for adding them.
Onboard the next client the same way as the last one
Four steps, and the fourth one is what makes the next client cheaper to onboard than this one.
Describe the engagement
Write the plain-English version: new 40-seat client, Microsoft 365 tenant migration, on-site network audit. AI drafts the checklist with phases and owners.
Edit it until it matches how you actually work
Add your discovery questions, your documentation standard, your security baseline. Remove what does not apply. Reorder, reassign, reschedule.
Save it as a template
The corrected version becomes the starting point for the next client. Your onboarding stops depending on which engineer got assigned.
Invite the client into their portal
They get a one-click login to a branded portal showing their onboarding, the documents you need from them, and where the project stands.
Starting points are already written for the two engagements MSPs run most: the client onboarding template and the data migration template. The same approach works at the other end of the relationship, covered in our MSP client offboarding checklist.
Recurring service work that does not depend on who picked it up
Managed services are mostly the same work repeated across different environments. Write the path down once and the quality stops varying by engineer.
Quarterly business reviews
One QBR prep checklist: pull metrics, review ticket themes, check renewals, draft recommendations. Same preparation every quarter, whoever runs it.
Security assessments
A fixed assessment checklist means the depth of the review does not change with the engineer. Track remediation items as their own tasks.
Migrations and upgrades
Break a tenant migration or hardware refresh into phases with dependencies, so cutover cannot start before the pre-checks are signed off.
Compliance evidence
Run HIPAA, SOC 2, or PCI preparation as a checklist with documents attached to the steps that produced them.
This is not a PSA, and it is not trying to be
Keep the tools that already work. Pathalize covers the client-facing project layer that PSA portals tend to treat as an afterthought.
Your PSA (ConnectWise, Autotask, HaloPSA)
Tickets, time entries, contracts, billing
Your RMM
Device health, patching, alerting, monitoring
Pathalize
Client-facing project work: onboarding, migrations, recurring service checklists, and the portal the client logs into
For the wider picture of how MSPs run client relationships, read our guide to managing MSP clients at scale.
How MSPs use Pathalize
New client onboarding
Network assessment, tenant setup, tool provisioning, documentation, and handover as one checklist the client can watch progress against.
Migration projects
Email, file server, and cloud migrations tracked phase by phase, with the cutover steps gated behind the pre-flight checks.
Security assessments
The same assessment path every time, with remediation tracked as tasks rather than as a PDF nobody opens again.
Quarterly business reviews
A QBR prep checklist per client, scheduled ahead of the meeting so nobody assembles the deck the night before.
Recurring maintenance
Monthly and quarterly maintenance runs from a standing checklist, so the work is visible when a client asks what they are paying for.
Hardware refresh and rollouts
Procurement, imaging, deployment, and user handover across dozens of endpoints, with the client tracking their own rollout progress.