Run every client relationship from one workspace.
Clients, work, documents, a secure client portal and Vori, your AI copilot, set up the way your business already works.
Your storage. Your AI key. Your roles and rules.
Client work should not live in seven tabs.
Spreadsheets, shared drives, inbox threads and a separate portal each hold a piece of the story, and things slip between them. Aqvori keeps one record, one process and one list of what to do next, built with no-code tools so it fits how you already work.
Every client, one complete record.
See every client and where their work stands at a glance. Design the client profile yourself, and keep history, mail and calendar alongside it.
- Client profiles you design in the Dossier Builder
- A board of every piece of work by phase, filtered to mine, my team or everyone
- Mail and calendar connected per person
Your process, drawn once, followed every time.
Lay out your phases, approvals and hand-offs in Studio. Describe the process in your own words and Vori drafts the first version for you to adjust.
- Phases, approvals and lead assignment on one canvas
- Decide which team works each phase and who approves
- Checked by a validator before you publish
Everyone starts the day knowing what is next.
Approvals, assigned work, next steps and deadlines land on one personal list. Open any piece of work to see its phase, its checklist and its full history, then move it forward.
- One list per person, owners included
- Next steps with owners and due dates on every piece of work
- Unassigned work always reaches somebody
A portal your clients will actually use.
Clients sign in to their own secure portal to follow progress, upload files, message your team and sign documents. You choose what they see, in your branding and on your own domain.
- Progress, documents, messages and tasks, each one a switch you control
- Electronic signatures without a separate service
- Your logo, your colours, your web address
An AI copilot that drafts. You decide.
Vori summarizes work, drafts replies and answers questions from your own data. Nothing reaches a client until a person on your team sends it.
- Draft first, always: Vori never sends on its own
- Runs on your organization's own AI account, with the provider you choose
The rest of the job, without another tool.
Documents
Open and edit Word, Excel and PDF files inside Aqvori, with every version kept. Files live in your organization's own Google Shared Drive.
Compliance tracking
Choose the frameworks that apply to you. Rules cascade from organization to client to project, and access and exports are logged.
Mail, calendar and team chat
Each person connects their own Google mail and calendar. Meeting notes stay with the client, and your team talks through the work right next to it.
Text messages
Text clients from your organization's own number, only to clients who opted in. Read our SMS and Messaging Policy.
Three steps to a workspace that fits.
Connect
Connect your Google mail, calendar and Shared Drive, and add your organization's own AI key.
Shape it
Draw your workflows, design the client profile, set up the portal and your roles. No code.
Work
Your team works from My Work, clients use the portal, and Vori drafts alongside everyone.
Built so your clients' data stays theirs.
Every organization is walled off from every other, and the controls are yours to set.
Each organization isolated
Every query is scoped to your organization, and the database enforces it again with row-level security.
Two-step sign-in
An authenticator app plus backup codes for your team.
Roles you set
Who sees and does what comes from your roles, enforced on the server, not just hidden on screen.
Your storage, your AI key
Documents stay in your own Shared Drive; AI runs on your own provider account.
Encrypted and logged
Encrypted in transit, a strict content security policy and a full audit trail of changes.
A separate client door
Clients sign in to their own portal, never your workspace, and receive texts only after opting in.
For every team that carries a client relationship.
The steps and the fields are yours to set, and word sets for different kinds of work keep Aqvori in your industry's language.
Consulting and advisory
Engagements, deliverables and approvals with every client kept informed.
Home and field services
Requests, site visits, quotes and work orders, from first call to close-out.
Advocacy and veteran services
Long-running work with many steps, documents and deadlines for each person you serve.
Client success and account teams
Onboarding, renewals and follow-ups, with nothing waiting on someone's inbox.
And any team that carries a client relationship.
Veteran-owned business? Ask about our veteran discount.
See Aqvori on your own work.
Tell us a little about your team and we will set up a walkthrough shaped around how you work today.
- A live tour of the workspace, the portal and Vori
- Your process sketched as a workflow
- Answers on setup, storage and security
Prefer email? Write to support@aqvori.com.