Welcome back
Loading…
Your Work
Projects

Click any project to see updates, deliverables, and scope details.

Loading…
Loading…
Agreements
Contracts

Review and electronically sign your service agreements.

Loading…
Billing
Invoices

View your billing history and pay outstanding invoices securely.

Loading…
Proposals
Your Proposals

Review proposed service agreements from LEAP Solutions.

Loading…
Deliverables
My Files

All deliverables and uploads from your projects, in one place.

Loading…
Loading agent…
Loading reviews…
Loading your presence…
Loading your security…
LEAP OS
Your business operating system

CRM, calendar, payments, AI tools — all your operational software in one place.

LEAP OS opens in a new tab — we'll sign you in automatically with a one-click link.

Getting Started
Discovery Intake Form

Help us understand your business before our first session. Take your time — your answers are auto-saved as you type.

Drag & drop files here, or click to browse
Sample SOPs, org charts, workflow diagrams, screenshots — anything that helps us understand your business

Your answers are saved automatically as you type.

Roadmap
Feature Requests

Have an idea for the Portal? Post it here, vote on what other clients are asking for, and watch its status change as we work through it.

Account
My Profile

Update your contact information and company details.

Account Details

Account
Settings

Account security, appearance, and preferences.

Security

Two-factor authentication
Loading…
Password
Change the password used to sign in to the portal.
Recent activity
Loading…

Appearance

Theme
Currently using — mode. Also available from the icon at the bottom of the sidebar.

Notifications Coming soon

Email digest
Weekly summary of project updates, invoices, and reviews.
In-app activity toasts
Inline notifications when something needs your attention.

Sign Out

You'll need to sign back in to access your portal.

Danger zone

Request account deletion
Sends a deletion request to our team. You'll receive a confirmation email before anything happens.
Admin Panel
Clients
Revenue
Pipeline
Clients by Phase
Revenue by Month (Last 6 Months)
Clients by Industry
Recent Activity
Retainer Health

Intake Submissions

Client Funnel

Select a conversation
to view messages
AI drafts waiting on your review.

Calendar & Meetings

Upcoming Meetings (Next 30 Days)
Loading…
Google Calendar
Idea-staging for future product/service offerings. Capture the why, target customer, pricing, prerequisites, and complexity so a six-month-old idea is still executable. Click Promote to Roadmap when you're ready to build.
The single source of truth for LEAP's consulting strategy. Edits here propagate to Alex (the marketing-site chatbot) on her next request.
Drag prospects across stages. Click any card to edit or convert.
Every paid audit session, oldest to newest. Click any row to open its customer report or internal playbook. Notes captured during builds become training data for future playbooks.
Import leads from Outscraper CSV. AI scores each lead for Receptionist, Reputation, and Presence fit. Select and push to pipeline.
Drop an Outscraper CSV here or click to upload
Supports Google Maps exports from Outscraper. Required columns: name, phone. Scoring uses: rating, reviews_count, website, hours, category.
Client-submitted feature requests with voting. Status changes (Researching · Developing · Shipped · Declined) and official replies are admin-only.
Run a value audit for a prospect or client. Saves to the database and generates a shareable client-facing link.
Live view of Stripe invoices, active subscriptions, and recent checkout sessions. Filter by customer email to scope to one buyer. Read-only — for billing actions, open the Stripe dashboard.