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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

Client Health
Client Health

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.

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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."};

Work in Progress
Work in Progress

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.

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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."};

Client Profitability
Client Profitability

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.

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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."};

Relationship Coverage
Relationship Coverage

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.

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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.

Decide what a well managed client looks like

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.

Connect your practice, time and billing systems

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.

Change how clients are assessed

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.

Share it with client owners and leadership

Deploy one build where each client owner sees their own book and leadership sees concentration, renewal exposure and profitability across all clients.

Why choose Emergent?

Most tools give you a demo you have to rebuild. Emergent gives you a product that is ready to run.

ComparisonOther Tools
Built forDemos and MVPsProducts you keep growing
What you getFront end shell onlyFull stack, wired end to end
Backend and databaseSet it up yourselfBuilt and connected for you
CustomizationSurface level stylingDeep workflow control
Integrations and APIsManual glue workConnected from a prompt
Code ownershipLocked to the platformClean code you can export
Time to launchWeeks of patching and setupLive the same day

Pick the Pricing Plan That Works for You

Choose the plan that fits your building ambitions. From weekend projects to enterprise applications, we've got you covered.

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