Client portal
Clients create requests with the required information and documents, then follow status, responses and resolution history.
ENTROBOT TEMAS · CLIENT REQUEST AND SERVICE MANAGEMENT
Every request visible.
Every owner clear.
Entrobot Temas is a two-sided service management platform through which consulting firms manage client requests, team ownership and resolution processes in one system. Clients follow their own requests while consulting teams manage priority, work and communication on the same record.
Client portal Consultant workspace End-to-end record history
TM-2486 IN PROGRESS
Period-close report review
- Client
- Arven Holding
- Owner
- Finance Consulting
- Target
- Today · 16:30
CLIENT AND CONSULTANT · ONE SHARED TRUTH
Reduce email traffic.
Make service visible.
Entrobot Temas connects the client-facing request experience with the consulting team’s operating workspace on the same record. Status, owner, comments, documents, decisions and resolution history are no longer scattered across channels.
Consultant workspace
Teams manage requests by client, topic, priority, status and target time, assigning them to the right consultant or group.
Shared communication record
Client-visible replies, attachments and decisions remain in one timeline while internal notes can stay separate.
Management visibility
Request volume, backlog, topic distribution, resolution trends and service targets can be reported for management.
FROM OPEN TO CLOSED · A DEFINED SERVICE FLOW
Do more than record a request.
Move it through the right process.
Request types, required fields, priority rules, ownership groups, statuses, approval steps and target times can be configured around the consulting firm’s service model.
- 01Open
The client submits a request with the topic, description, related service and documents.
- 02Classify
Type, client, contract, priority and service area are clarified.
- 03Assign
The request is routed to the right team, consultant or expertise group.
- 04Work
Replies, subtasks, documents and internal notes move the resolution forward.
- 05Verify
Client confirmation, consultant review or approval is obtained when required.
- 06Close
Resolution and outcome are recorded, preserving history for reporting.
AN OPERATIONS CENTER FOR CONSULTING TEAMS
See today’s workload.
Manage priority with clarity.
Consultants see requests assigned to them and their teams in one queue. Filters, statuses, target times and client context make it clear which work should be handled first.
- Queue by client, team, topic and status
- Priority and target-time visibility
- Owner, followers and work history
ENTROBOT TEMAS / CONSULTANT WORKSPACE CURRENT VIEW
All clients · Last 30 days
Service queue
Open requests42+6 today
Due today113 high priority
Waiting for client8Response required
Resolved126Last 30 days
REQUESTCLIENTOWNERTARGETSTATUS
TM-2486Period-close report reviewArven HoldingFinance TeamToday 16:30 In progress
TM-2481User permission requestMira LogisticsApplication TeamTomorrow 10:00 Assigned
TM-2475Integration data reviewNorth EnergyTechnical Team2 days Waiting for client
TM-2468Monthly payroll reviewNova GroupHR ConsultingComplete Resolved
CLEAR AND SIMPLE FOR CLIENTS
Clients open the request.
They should not have to chase the result.
The client portal makes it easy to submit a complete service request, follow progress, reply and see the resolution. Each client sees only the companies, services and records they are authorized to access.
- Guided request forms
- Status, owner and target-time visibility
- Timeline of comments, documents and resolution
CLIENT PORTALARVEN HOLDING
TM-2486 · Finance consulting
IN PROGRESSPeriod-close report review
A review was requested for three accounts in the September close report.
09:18
Request createdReport and review checklist attached.
09:32
Assigned to Finance TeamThe responsible team was notified.
10:06
Consultant repliedReview started; statement detail requested.
10:24
Client attached a documentAccount statements were added to the request.
Share a reply or more information
ENTROBOT TEMAS CAPABILITIES
A shared work layer for
managing consulting services.
Entrobot Temas brings request records, client visibility, team coordination, target times and reporting into one service model.
Request management
Structured forms, required fields, attachments and automatically numbered request records.
Client and contract context
Manage requests with the relevant client, company, service, contract or project information.
Teams and ownership
Assign to a group or consultant, add followers and use subtasks when required.
Target times and priority
Priorities, response/resolution targets and approaching-deadline visibility configured by service model.
Comments and internal notes
A recorded workspace that separates client-visible communication from internal evaluation.
Documents and evidence
Keep files related to the request, analysis and resolution organized within the history.
Status and approval flows
Different statuses, verification, client confirmation and closure steps by service type.
Service reporting
Management visibility across client, team, topic, status, time and resolution trends.
A MODEL DESIGNED FOR CONSULTING FIRMS
Help every client-facing team
answer the same question less often.
Entrobot Temas can adapt to organizations that receive recurring client requests and resolve them through specialist teams. Fields, categories, teams and service rules follow the consulting model.
Operations and software consulting
Manage user, process, incident, enhancement and integration requests with client and product context.
Finance, HR and process consulting
Move requests requiring periodic review, documents, approvals and specialist assessment through a recorded flow.
Technical and managed services
Track maintenance, infrastructure, access, incident and service requests with priority and target times.
Post-project support
Manage questions, changes and improvement requests after go-live without losing project history.
PERMISSION · TRACEABILITY · DATA SEPARATION
Each client in its own space.
Each action in its own history.
Client requests may contain commercial, operational or personal data. Company- and project-based access, user roles, separation of internal notes, activity history, file security, retention and deletion policies should be explicitly defined within project scope.
Client-based access
A model ensuring users access only the companies, services, projects and requests they are authorized to see.
Activity and communication history
A chronological record of status, assignment, reply, document and closure changes.
Integration scope
Email, CRM, operations systems, project systems, identity infrastructure or custom service connections defined during discovery.
DESIGN YOUR SERVICE OPERATION WITH ENTROBOT TEMAS
Create one service standard
from client request to resolution.
In a short discovery session, we can assess your client types, request categories, team model, target times, reporting and integration needs.
Request a meeting about Entrobot TemasPRODUCT-SPECIFIC DEMO REQUEST
Let’s evaluate the product through your own process.
Your request reaches our team with the selected product and source page already identified. We review your needs and contact you to arrange the right session.
Demo productEntrobot Temas
- A session shaped around your needs
- Automatic routing to the right product team
- Clear scope and next steps