Virtual Assist: Client Portal & Dashboard
A client portal featuring dashboards to manage Virtual Assistant pairing and matching, monitor KPIs, and track progress against 90-day success plans.
From the partner
The Virtual Assistant Client Portal is a fully integrated platform designed to manage every stage of the client–assistant relationship, from onboarding through ongoing performance tracking. Built with Softr on top of Airtable, it provides clients with personalized dashboards that visualize progress toward goals and key KPIs, while giving administrators powerful oversight and automation capabilities.
The system automates key workflows including assistant pairing and matching, role discovery and closing calls, and contract generation via PandaDoc. Each role includes a structured 90-day success plan, allowing clients to track deliverables, outcomes, and performance in real time.
With dynamic data syncing, role-specific dashboards, and seamless integrations across Make, Airtable, and SignNow, the portal provides a cohesive experience for both clients and internal teams — improving transparency, accountability, and operational efficiency.
Demo
Gallery images
Data sources
