mutherboard.com
Client Portal
Handle 70% of customer admin without lifting a phone.
An AI agent and branded portal that sits on top of the systems you already run. Customers get instant answers, document access, and live status. Your team gets back the hours they currently spend explaining and chasing.
Not another field-service tool you bend to fit.
Most service software wants to replace your stack and own your data. Client Portal layers on top of what you already run — and the AI does the work that admin staff used to.
Joblogic, Commusoft, BigChange
- Replaces your stack — migrate or lose data
- Per-user pricing punishes growth
- AI bolted on top of legacy code
- Generic portal you brand around the edges
- Works as configured, not how you run
AI-native, integration-first
- Sits on top of monday, Drive, Xero, your tools
- Flat monthly fee — scale without penalty
- AI agent at the core, not retrofitted
- Built around your service, not a template
- Mutherboard delivers and runs it for you
You hired ops people. They became customer support.
Lost per ops person, per week
Answering "where's my job?", "can I have that cert again?", and "when's the next visit?" — questions the system already knows the answer to.
Larger contracts now demand a portal
RFPs from facilities managers, public sector, and corporates increasingly require client-facing visibility. No portal, no shortlist.
Revenue lost to admin churn
The smaller clients who churned because the service felt unprofessional. The bigger ones who never bought because you couldn't show them what was happening.
An AI layer that knows your business.
Three components working together. The AI agent does the talking. The integration layer keeps it honest. The portal is the surface customers see.
AI agent at the core
Trained on your jobs, contracts, SOPs, and historical records. Answers in your voice. Cites the document or job it pulled from. Escalates when it should — never invents.
Integration that respects your stack
Reads from monday.com, Drive, SharePoint, Xero, Sage, your CRM, your job tools. No migration. No replacement. The systems running your business stay running your business.
The branded portal
The surface customers see. White-labelled, mobile-first. They report jobs, track status, find documents, sign off work — and chat with the AI when they have a question.
The boring admin work, automated.
Answers customer questions before your team sees them.
Trained on every job, document, SOP, and contract you've ever produced. Handles the routine asks instantly. Knows when it shouldn't.
- Reads your full document history, not a generic FAQ
- Triages new requests to the right team or queue
- Schedules, reschedules, and updates with one approval
- Always cites the source — auditable, not hallucinated
Works with what you already run. Won't replace it.
The reason most field-service tools fail is that they ask you to abandon your stack. Client Portal connects to it instead — your jobs, docs, finance, calendars, comms, all in one consistent customer experience.
- monday.com, Asana, ClickUp, ProjectWorks
- Xero, QuickBooks, Sage, FreeAgent
- Drive, SharePoint, Dropbox, Notion
- Slack, Teams, WhatsApp Business, email
The customer surface. Your brand, not ours.
White-labelled, mobile-first. Customers report jobs, track status, find every cert and contract, and sign off completed work. The portal is the visible part — the AI and integration are doing the work behind it.
- Branded with your logo, colours, and domain
- Mobile-first — customers access on the go
- Document hub auto-organised by job, site, date
- Permissions per customer, per site, per role
Repurpose two FTE salaries a year.
The point isn't software cost. It's the salary line you stop spending on customer admin and start spending on the work that grows the business.
Most service businesses we talk to have 1–3 people whose jobs have quietly turned into "answer customer questions and chase documents". Client Portal hands that work back to the system.
Built for a specific kind of service business.
If you've outgrown email-and-spreadsheets but don't want to rip out your whole stack — that's exactly the gap Client Portal fills.
You're nodding along to most of these
- You're a UK service operator, 20–150 staff
- You run on a real stack already (monday, Xero, Drive, etc.)
- One or two ops people are quietly drowning in customer admin
- You're losing RFPs because you can't show clients a portal
- You've tried generic FSM tools and hated being squeezed into their workflow
- You want AI to do the work, not just generate marketing copy
We'd rather tell you upfront
- You're a sole trader or under 10 staff (try ServiceM8 or Tradify instead)
- You want a fully off-the-shelf SaaS with no setup work
- You don't have an existing stack to integrate with
- You're in a regulated vertical needing certified industry compliance forms (Joblogic does this well)
- You want to migrate everything into one platform
One flat monthly fee. Scale without penalty.
No per-user charges. No per-customer charges. The price is the price — and it includes the AI agent, the integrations, and the team that runs it for you.
- Branded customer portal
- AI agent with up to 3 integrations
- Document intelligence, up to 5 GB
- Up to 100 customer accounts
- Email + ticket support
- Everything in Starter
- AI agent with unlimited integrations
- Custom workflows and automations
- Reporting and exports
- Up to 500 customer accounts
- Dedicated success manager
- Everything in Growth
- AI agents tailored to your SOPs and verticals
- Deep ERP / CRM / accounting integrations
- Unlimited customer accounts
- Custom roles and permissions
- SLA + priority delivery
You'll probably want to ask.
Talk to us if there's something not covered — we'd rather have a 15-minute call than have you guess.
See Client Portal
with your data.
30-minute demo. No slides. We'll show you the AI agent answering questions about a real customer scenario from your business — pulled live from a sample of your documents.
Book a 30-min demo →