One accountable plan
See the active engagement, current phase, deadlines, and next action without searching through email threads.
Protected client workspace
Your engagement.
Organized and visible.
Active clients sign in with the same email attached to their MWC client record. Access is account-specific; there is no shared password or public client directory.
ChatGPT sign-in required · Active-client email match · Server-side authorization
Built for execution
Less searching.
More forward motion.
Controlled document exchange
Upload only specifically requested PDF or image files through the protected workspace.
Visible execution
Track milestones, advisor updates, scheduled meetings, accepted documents, and completion records.
Security boundary
Private workspace.
Minimum necessary data.
Use only your own sign-in and upload only files requested inside your engagement. Never submit passwords, complete Social Security numbers, bank credentials, card data, authentication tokens, or unrelated personal records.
Review privacy and portal terms