For consultants & advisors

Your clients deserve a portal this good.

A white-label client portal with AI-powered insights. Your brand. Your clients. Up and running this afternoon.

Start free trial — 14 days free

No credit card required · Cancel anytime

Good morning, Enrique
Cirik Partners · 4 active clients
Review queue (2)
Avg health score
78/100
Revenue this week
$9.8k
Posts to review
4
HELIA CLEANING · HEALTH SCORE
78
↑ +4 pts
vs last week
"Revenue up 12%. Focus on lead quality."
LINKEDIN · READY TO REVIEW
AI Draft
"3 things I've learned helping businesses scale past $500k — and the mistake most owners make first..."
Approve
Edit
🔒SOC 2 Type II
🇪🇺GDPR Compliant
99.9% Uptime
🛡AES-256 Encrypted
Powered by Claude AI

How it works

Live this afternoon. Delivering value every week.

01

Brand your portal

Upload your logo, set your colors, add your firm name. Done in minutes — your clients never see Cirik.

02

Invite your clients

Add a client, send an invite. They're in their portal in under 60 seconds. No app to download.

03

AI does the heavy lifting

Weekly KPIs logged → personalised insights, health scores, and action plans — generated automatically.

04

Show up to every session ready

A session brief lands in your dashboard 24 hours early. Know what changed and what decision to make.

Operate

Run every client relationship from one place.

KPI tracking, 90-day goals, health scores, roadmaps, playbooks — all in a single dashboard your clients actually log into every week.

  • Business health score (0–100)
  • 90-day goal tracker with milestones
  • Weekly AI action plans
  • Roadmap builder with RAG status
  • Playbook & document library
Operate · Live viewActive
A
80%
B
60%
C
90%
D
45%
E
70%
AI insight: "Revenue up 12%. Focus on lead quality next week."
Market

AI content that looks like it came from you.

LinkedIn posts, newsletters, and thought-leadership content drafted weekly. Review and approve in one click. Your voice, your brand.

  • LinkedIn posts drafted by AI
  • One-click review queue
  • Audience-specific tone
  • Consistent publishing calendar
  • Zero copywriting needed
Market · Live viewActive
A
80%
B
60%
C
90%
D
45%
E
70%
AI insight: "Revenue up 12%. Focus on lead quality next week."

Security & compliance

Enterprise-grade security, indie-consultant price.

🔒

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality.

🇪🇺

GDPR Compliant

Data processing agreements available. Your clients' data stays yours.

🛡

AES-256 Encryption

All data encrypted at rest and in transit. Bank-grade security, always on.

99.9% Uptime SLA

Built on infrastructure your clients can rely on, week after week.

Pricing

Simple, transparent pricing

Month to month. No contracts. Cancel anytime.

Starter

Up to 10 clients

$299/month
  • KPI tracker
  • Business health score
  • 90-day goal tracker
  • AI weekly actions
  • Roadmap builder
  • Document library
  • Async messaging
  • White-label branding
Start free trial

14-day free trial included

Most popular

Growth

Up to 25 clients

$399/month
  • Everything in Starter
  • Revenue forecasting
  • Cash flow pulse
  • Monthly AI reports
  • Performance benchmarking
  • Playbook library
Start free trial

14-day free trial included

Agency

Unlimited clients

$499/month
  • Everything in Growth
  • Custom domain
  • Custom CSS
  • Priority support
  • Usage analytics
  • Remove Cirik footer
Start free trial

14-day free trial included

FAQ

Common questions

Do my clients see "Cirik"?+

No. Your clients only ever see your brand — your logo, your firm name, your colors. Cirik is completely invisible to them.

Can I use my own domain?+

Yes, on the Agency plan. Add a CNAME record and your clients access their portal at app.yourfirm.com.

Can I cancel anytime?+

Yes. Month to month, no contracts. Your data is preserved for 30 days after cancellation.

How does billing work?+

You pay a monthly subscription. Your clients pay you however you normally charge — Cirik handles your subscription, not your billing to clients.

Is there a free trial?+

Yes — 14 days, no credit card required. Full access to all Starter features. Upgrade anytime during or after the trial.

How does the AI work?+

When a client logs their weekly KPIs, Claude generates a personalised insight, three specific actions, and updates their health score — automatically. All content appears to come from you.

Your first portal could be live today.

14-day free trial. No credit card. Full access to every feature.

Start your free trial →

Questions? hello@cirik.co