Your matched clients, in one place.
Liaison sends you screened clients matched to your specialty. Portal is where you manage them. A live pipeline with lead-health, an Airis assistant, and a heads-up the moment a new match lands.
Open to exactly where you stand.
Active clients, pre-approvals, and what's booked this month up top the moment you sign in. Airis reads your pipeline and tells you who to chase before the day even starts.
Portalby Liaison9:41
Ask Airis about your book.
Airis knows your whole Liaison pipeline every lead, follow-up, and meeting. Ask in plain English and get a straight answer, day or night.
Portalby Liaison9:41Your whole book, moving.
Every client Liaison manages or matches you lands here with its stage and a live health bar red when it's slipping, green when it's moving. Fresh matches are flagged so you know exactly where to start.
Portalby Liaison9:41A match drops. You reach out first.
When Liaison screens a client for you, Portal pings you instantly with their goal, market, stage, and lead-health, all in one tap, so you can call while you're the only name they've heard.
Portalby Liaison9:41Ready clients, waiting in Portal.
Sign in and pick up where Liaison left off or become a partner today.
Open Portal →