Build a Custom Client Management Dashboard Using AI in Minutes
Describe your Client Management Dashboard in plain English and Emergent delivers a build that's ready to launch. Design, development, and deployment in minutes. No code needed.
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Emergent Key Features for Building a Client Management Dashboard
Relationship health, work in progress and profitability per client, since accounts are lost quietly.
Contact Frequency against Standard
Time since last meaningful contact is measured per client, which catches the accounts lost to inattention rather than to a competitor.
Single Relationship Dependency
Clients where the relationship rests on one person on either side are flagged, which is the risk that materialises when someone moves role.
Unbilled Work Aged
Work delivered and not yet invoiced is shown with its value and age, which is consistently the fastest cash improvement available.
Effective Rate per Client
Fees are set against time and cost actually incurred, revealing the clients whose work never justified the effort.
Scope Beyond Agreement
Delivery exceeding what was agreed is identified while a matter is live rather than at the point of writing it off.
Renewal and Review Calendar
Contract and review dates are surfaced ahead of time, so a renewal is prepared for rather than arriving as a decision already made.
Client Management Dashboard Use Cases You Can Build in Minutes

Notice the Client Drifting Away Quietly
Each client scored on fee level and trend, work currently in progress, contact frequency against your standard, breadth of contacts known inside the client, deliverables delivered on time, outstanding issues and time to renewal, ranked by relationship risk.
window.awbMockup = { clientHealth: "Build a client management dashboard scoring each client on fee level and trend, work currently in progress, contact frequency against your standard, breadth of contacts known inside the client, deliverables delivered on time, outstanding complaints or issues, and time to renewal, ranking clients by relationship risk.", workInProgress: "Build a client delivery dashboard showing active work per client with owner, stage and due date, deliverables overdue, unbilled work in progress by client with its value and age, work delivered but not yet invoiced, scope delivered beyond what was agreed, and clients where delivery is running ahead of billing.", clientProfitability: "Build a client profitability dashboard showing fees billed against time and cost incurred per client, effective hourly rate achieved, write offs and discounts applied, cost of relationship activity not chargeable, clients below target margin, and profitability trend per client over eight quarters.", relationshipCoverage: "Build a client relationship dashboard showing contacts known within each client by seniority and function, clients where the relationship depends on one person on either side, contacts not spoken to in six months, clients with no scheduled next contact, upcoming renewal or review dates, and clients where your main contact has recently changed role."};

Invoice the Work You Have Already Delivered
Active work per client with owner, stage and due date, deliverables overdue, unbilled work in progress by client with its value and age, work delivered but not yet invoiced, scope delivered beyond agreement and clients where delivery outruns billing.
window.awbMockup = { clientHealth: "Build a client management dashboard scoring each client on fee level and trend, work currently in progress, contact frequency against your standard, breadth of contacts known inside the client, deliverables delivered on time, outstanding complaints or issues, and time to renewal, ranking clients by relationship risk.", workInProgress: "Build a client delivery dashboard showing active work per client with owner, stage and due date, deliverables overdue, unbilled work in progress by client with its value and age, work delivered but not yet invoiced, scope delivered beyond what was agreed, and clients where delivery is running ahead of billing.", clientProfitability: "Build a client profitability dashboard showing fees billed against time and cost incurred per client, effective hourly rate achieved, write offs and discounts applied, cost of relationship activity not chargeable, clients below target margin, and profitability trend per client over eight quarters.", relationshipCoverage: "Build a client relationship dashboard showing contacts known within each client by seniority and function, clients where the relationship depends on one person on either side, contacts not spoken to in six months, clients with no scheduled next contact, upcoming renewal or review dates, and clients where your main contact has recently changed role."};

Find the Clients the Rest of the Book Subsidises
Fees billed against time and cost incurred per client, effective hourly rate achieved, write offs and discounts applied, cost of non chargeable relationship activity, clients below target margin and profitability trend per client over eight quarters.
window.awbMockup = { clientHealth: "Build a client management dashboard scoring each client on fee level and trend, work currently in progress, contact frequency against your standard, breadth of contacts known inside the client, deliverables delivered on time, outstanding complaints or issues, and time to renewal, ranking clients by relationship risk.", workInProgress: "Build a client delivery dashboard showing active work per client with owner, stage and due date, deliverables overdue, unbilled work in progress by client with its value and age, work delivered but not yet invoiced, scope delivered beyond what was agreed, and clients where delivery is running ahead of billing.", clientProfitability: "Build a client profitability dashboard showing fees billed against time and cost incurred per client, effective hourly rate achieved, write offs and discounts applied, cost of relationship activity not chargeable, clients below target margin, and profitability trend per client over eight quarters.", relationshipCoverage: "Build a client relationship dashboard showing contacts known within each client by seniority and function, clients where the relationship depends on one person on either side, contacts not spoken to in six months, clients with no scheduled next contact, upcoming renewal or review dates, and clients where your main contact has recently changed role."};

Protect the Relationship Resting on One Person
Contacts known within each client by seniority and function, clients where the relationship depends on one person on either side, contacts not spoken to in six months, clients with no scheduled next contact and upcoming renewal or review dates.
Protect the Relationship Resting on One Person
Contacts known within each client by seniority and function, clients where the relationship depends on one person on either side, contacts not spoken to in six months, clients with no scheduled next contact and upcoming renewal or review dates.
Build a custom client management dashboard in 4 simple steps
See relationship health, work in progress and billing per client in one view, so a book of clients is managed rather than reacted to.
Start with contact frequency and who owns the relationship, work in progress and deliverables due, fees billed against agreed, contract dates and renewal, and how many people you know inside each client. Emergent builds around your service model.
Link your client records, matter or project system, time recording and invoicing. Emergent joins the relationship to the work and the money, so a client that is quietly becoming unprofitable or neglected is identified.
Ask to alter your contact standard, add a health signal, change how effective rate is calculated or add a service line, and every client score rebuilds around it.
Deploy one build where each client owner sees their own book and leadership sees concentration, renewal exposure and profitability across all clients.
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