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pyngyn
THE CLIENT PORTAL FOR PROFESSIONAL-SERVICES FIRMS

One place to run your firm
and every client engagement.

PYNGYN gives every client a branded portal where they see their status, documents, and approvals 24/7, instead of emailing you for updates. It's a standalone product, no Workspace required, though firms that also want to run projects and billable time internally can add Workspace or bundle both.

Engagement letter · PendingQ3 draft · In reviewInvoice #204 · Sent

Trusted by 500+ professional-services firms

30-min walkthrough · On your firm's workflows · No commitment

Compliance Audit Q3 · Engagement

Engagement letter

Compliance Audit Q3 · Agreement

Awaiting signature

Change Request #CR-001

Compliance Audit Q3 · Addendum

Signed ✓

Vendor API credentials

Compliance Audit Q3 · File requested

Action needed

Expand controls testing

Include Q2 retroactively

In review

PYNGYN flagged 1 item at risk: the signature is 2 days overdue and the next client session is Friday.

Our partners

Hashtag ConsultancyGetRepliesZoem InternationalRemote TalentTagioni School of Performing Arts
BBBigBirdLuxeElevated Living

Built for professional-services and consulting firms

The problem

Your clients are in the dark.

Most firms still run client communication through email. Clients can't see anything without asking, so you become the bottleneck between them and their own information.

01

Clients in the dark

Clients can't see anything without asking, so they ask constantly. “Any update?” “Did you get my email?”, and the work stops while you answer.

02

Clients feel forgotten

Firms rarely lose clients over the work. They lose them because clients feel ignored between conversations, never sure what's happening or what comes next.

03

Email everywhere

Documents, approvals, and decisions are scattered across inboxes and WhatsApp, unsecured, untraceable, and impossible to find when you need them.

04

Decision fog

A scope change agreed six months ago affects today's delivery. Nobody remembers what was decided, why, or who approved it.

05

Budget blindness

A partner does not know if a project is profitable until the invoice goes out. By then the overrun has already happened.

06

Knowledge walks out

A senior leaves and takes five years of client context with them. Nobody wrote it down. The next engagement starts from zero.

How PYNGYN works

A branded portal for every client.

Clientspace is what your clients log into: a complete, standalone product that replaces the email threads and status calls that eat your week.

The client portal

Clientspace

A branded, secure portal for every client. They see their status, documents, approvals, and invoices 24/7, so they stop emailing you for updates and start self-serving, while you stay fully in control of what they see.

  • Branded as your firm, one space per client
  • Live status, documents, and approvals
  • One-click access, no password for clients
  • Clients see only their own engagement
Explore Clientspace

Also want to run projects and billable time internally? Workspace is available as an add-on.

Why PYNGYN

Three reasons firms switch.

Clients stop chasing you

Every client gets a branded portal where they see status, documents, and approvals 24/7, so the “any update?” emails stop and you stop being the bottleneck.

You look buttoned-up

A white-labeled portal in your firm's name makes every client feel informed and in control. Clients leave firms that ignore them; this keeps them close.

Nothing runs on email

Documents, approvals, and messages live in one secure place per client (encrypted, audit-trailed, and isolated), instead of scattered across unsecured inboxes.

How it works

A client portal live in minutes.

01

Create the Clientspace

Spin up a branded portal for a client in a couple of clicks, your logo, your colors, your domain.

02

Invite the client

Send a magic link. They click once and they're in, no password, no setup on their end.

03

They self-serve, 24/7

Status, documents, approvals, and invoices are all there. The “any update?” emails stop, and your team keeps the picture current from Workspace.

Built for every professional-services firm

However your firm works, PYNGYN runs the engagement and keeps it on track.

Run every matter
from intake to filing

Manage matters, deadlines, and client communication in one place, with PYNGYN tracking every filing date and deliverable.

  • Track matters and court deadlines
  • Keep client documents and approvals in order
  • Flag filings at risk before the deadline
Explore solution →
Acme Corp v. Dalton · MatterTry it, click a task
Done
In progress
In progress
At risk
PYNGYN flagged 1 task at risk: filing depends on client sign-off, which is 2 days behind.
Inside PYNGYN

The actual product. Not a mockup.

Real screens from Clientspace and Workspace, the two products your firm and clients use every day.

PYNGYN Clientspace showing a client's branded portal with needs-your-attention items, active engagements, engagement value, and upcoming sessions at a glance
Your client's Clientspace: engagements, approvals, and status in one branded portal.
Business Brain

AI triages everything that needs you.

Smart Inbox sorts client replies, approvals, and updates into Needs response, FYI, and Low priority, each with a one-line reason, so partners spend their time deciding, not sifting through a feed.

PYNGYN Smart Inbox, AI-triaged, sorting items into Needs response, FYI, and Low priority with a one-line reason and confidence score for each

Before / after

Why client work falls through the cracks.

More clients, more stakeholders, more tools bolted together over time. Drag the slider to see what changes when it all runs through one system instead.

Compliance Audit Q3 · Engagement

Engagement letter

Compliance Audit Q3 · Agreement

Awaiting signature

Change Request #CR-001

Compliance Audit Q3 · Addendum

Signed ✓

Vendor API credentials

Compliance Audit Q3 · File requested

Action needed

Expand controls testing

Include Q2 retroactively

In review

PYNGYN flagged 1 item at risk: the signature is 2 days overdue and the next client session is Friday.

Gmail · attachment

Proposal_final_v3.pdf

WhatsApp thread

"did we sign this yet?"

Downloads folder

Pricing_ACME_v7.xlsx

Gmail · unread

Re: Re: Re: status update

Slack DM

call recording link

Shared drive

Engagement_tracker_FINAL2.xlsx

Old wayNew way

Old way

  • Status scattered across WhatsApp, email, and spreadsheets — nobody has the full picture before a client call.
  • SOPs and client context live in one partner's head. When they're out, work slows down.
  • Deadlines slip silently — risk is invisible until it's already cost you the date.
  • Scope creeps between formal change orders. The firm quietly absorbs the cost.
  • Several people are "on" a task, but nobody really owns it.
  • You learn a project was unprofitable after the invoice goes out.

New way

  • One branded Clientspace per engagement — client and team see the same live status.
  • A living knowledge base surfaces SOPs and client history exactly when they matter.
  • AI risk detection flags what threatens dates and margin, days earlier.
  • Change requests and approvals are tracked in the open, not absorbed in silence.
  • Every task has a clear, visible owner from the moment it's created.
  • Live engagement health, so margin problems surface weeks before the invoice.
Customer stories

Hear it from the teams using it.

A real customer, in their own words, on what changed once the busywork moved to PYNGYN.

From the firms we build for

Made for how services firms run.

How professional-services and consulting firms put Clientspace and Workspace to work. Roles only, no names.

Professional services
We finally see whether an engagement is profitable while it's running, not after the invoice. We price and staff client work completely differently now.
Partner, advisory firm
Professional services
Clients open their own Clientspace and see exactly where things stand without emailing us. Our partner review stopped being a status-chasing meeting.
Managing Partner, accounting firm
Professional services
Internal work and client work finally live in one place. When a senior leaves, five years of client context doesn't walk out the door with them.
Operations lead, consulting firm
~35%
of billable time typically lost to coordination
~7 hrs
a week back per person, at a conservative win-back
~38 days
of billable time back per person each year

Illustrative figures from our free ROI calculator using default assumptions, not customer averages. Model your own firm.

The difference

Why teams leave their old tracker.

Feature comparison between a traditional project tracker and PYNGYN
CapabilityOld trackerPYNGYN
Build the plan You enter every task by hand AI drafts it from your goal
Keep status current Manual updates & chasing Generated automatically
Spot risk You notice when it's late Flagged before it slips
Time to value Hours of setup Minutes
Connect your stack

Plugs into the tools you already use.

PYNGYN sits at the center of your workflow. Connect your chat, email, code, and docs once, and plans, status, and updates flow where your team already works.

  • Connect once, no per-project setup or re-auth
  • Works with chat, email, calendar, code, and docs
  • Status and updates flow to where your team already is
Get started for free →
PYNGYN
Security & trust

Enterprise-grade, by default.

Your data is encrypted, never sold, and never used to train models without your consent.

SOC 2 aligned
GDPR compliant
Encrypted in transit & at rest
SSO / SAML
Pricing

Pricing that scales with your team.

Flexible, transparent pricing built for teams of all sizes.

2 months free

Client Space

Most popular
Per client · standalone

A branded portal for every client, status, documents, and approvals in one place. No Workspace required.

$19
/client · per month
Start free trial
Client portal
  • Branded, white-labeled client portal
  • One isolated space per client engagement
  • Shareable, one-click client invite links
  • Clients see only their own engagement
Client-facing work
  • Client-visible tasks, deliverables, and status
  • Approvals and sign-off
  • Secure document sharing
  • Role-based access for the client role

Workspace

Additional product · per internal seat

The additional product for your firm: run projects, finances, and billable time in one place.

$9
/seat · per month
Start free trial
Run the firm
  • Projects, tasks, and calendar
  • Goals and OKRs
  • Request forms and documents
Money and time
  • Finance dashboard: revenue, MRR, profit
  • Billable vs non-billable timesheets
  • Export to CSV for invoicing
AI built in
  • Business Brain: context-aware AI on your firm's knowledge
  • Smart Inbox and AI meeting agendas
  • Plain-English automation builder
Team
  • Skills, benchmarks, and skill-gap insights
  • 240+ workflow templates
  • Roles: directors, managers, and ICs

Combined Bundle

Best value
Workspace + Client Space

Run your firm and your client portals on one bill, at a bundled rate lower than buying separately.

$24.99
/seat + client · per month
Start free trial
Everything, together
  • All of Workspace
  • All of Client Space
  • Save $3+ per month vs. buying separately
  • One bill, one login for your firm

Enterprise

Unlimited seats

For larger firms that need scale, security, and customization.

Custom
Tailored to your firm
Contact sales
Everything in Workspace + Client Space, plus
  • SSO / SAML and role-based access control
  • Audit log and data residency options
  • Custom fields, API, and webhooks
  • Dedicated onboarding and support
7-day trial on paid plansCancel anytimeClient Space works with or without Workspace
FAQ

Questions, answered.

A 30-minute guided walkthrough where we run PYNGYN on a project like yours, with no generic slideshow.

Ready when you are

Stop managing the tool. Start shipping the work.

See PYNGYN run a real project in 30 minutes, and let AI handle the project management busywork.

30-minute walkthrough · Tailored to your team · No commitment