Never Lose a Client to Poor Communication
Why firms lose clients (despite doing great work)
Silence breeds doubt
Clients assume nothing is happening when they don't hear from you. By the time they complain, they've already decided to leave.
Problems surface too late
Disengaged clients don't speak up—they just don't renew. Without early warning signs, you're blindsided by churn.
No single source of truth
Approvals scattered across email, Slack, and calls. When disputes arise, you can't prove what was agreed.
Client portal & retention platform
Four pillars of revenue protection
Predict and prevent churn
Real-time health scores and engagement analytics flag at-risk clients before they become cancellations. AI recommends win-back actions.
Own the billing relationship
Display invoices and accept payments via Stripe directly in the portal. Milestone-based billing auto-generates when work is approved.
Workflow gates that create engagement
Milestone approvals, deliverable sign-offs, and scope change requests happen inside the portal. Clients must engage to unblock work.
Complete CYA documentation
Full audit trail of every approval, scope change, and client decision. Timestamped and exportable for disputes or legal protection.
How it works
- 1
Connect your business tools
Integrate with your CRM, project management, and accounting tools. Angelwood pulls data automatically—no manual updates.
- 2
Clients engage through workflow gates
Approvals, sign-offs, and scope changes happen inside the portal. Clients must engage to unblock work—creating natural touchpoints.
- 3
AI monitors engagement and predicts risk
Health scores track portal visits, email opens, and approval speed. Get churn alerts before problems become cancellations.
- 4
Protect your revenue
Accept payments directly, maintain complete audit trails, and use industry benchmarks to demonstrate value. Keep clients longer.
Results you'll see in the first month
- Identify at-risk clients before they churn
- Clients engaging with approvals instead of ghosting
- Complete audit trail of every decision and sign-off
- Industry benchmarks showing how you compare
ROI math: If one retained client engagement is worth $5,000/mo, preventing a single churn pays for a year of Angelwood.
How much is client churn costing you?
If your average client engagement is worth $5,000/mo, preventing just one churn pays for a year of Angelwood. Start your 14-day trial today.
No credit card required. Full access to Growth plan features.
Built specifically for professional services firms
Ideal for firms with 5-50 employees, 10-50 active client engagements, and $500K-$5M revenue.
Consulting Firms
Keep clients informed on project milestones with automated status updates. Streamline deliverable approvals and scope change sign-offs in one portal.
Law Firms
Give clients real-time visibility into matter progress. Centralize approvals, document sign-offs, and billing in a secure, auditable portal.
Accounting & Advisory Firms
Manage 10-50+ client engagements with standardized workflows. Predict churn across your portfolio with health scores and engagement tracking.
Features organized by strategic priority
Revenue-protecting capabilities first. Communication layer as table stakes.
- Client Health Scoring — Real-time engagement scores per client based on portal visits, email opens, and approval speed.Retention Engine
- Churn Risk Alerts — AI flags at-risk clients before problems become cancellations, with recommended win-back actions.Retention Engine
- Industry Benchmarks — Compare your performance against similar firms: "Your approval turnaround is faster than 80% of firms in your sector."Retention Engine
- Approval Workflows — Milestone approvals, deliverable sign-offs, and scope changes happen inside the portal with full audit trail.Workflow Gates
- Integrated Billing — Display invoices and accept payments via Stripe. Milestone-based billing auto-generates when work is approved.Workflow Gates
- CYA Documentation — Complete audit trail of every approval and client decision, timestamped and exportable.Workflow Gates
- Automated Status Updates — AI-generated summaries from connected tools. Human review before sending.Communication
- Deep Business Integrations — Salesforce, HubSpot, QuickBooks, Xero, Clio, Asana, Monday.com, Microsoft 365.Communication
Insights that help you work smarter
- See the full picture
- Visualize billable hours, project load, and client activity over time. Spot trends before they become problems.
- Automate the busywork
- Client updates, status reports, and follow-ups handle themselves. You focus on delivery, not documentation.
- Never double-book again
- Real-time project tracking and resource allocation help you balance workload across all your clients effortlessly.
- Make better decisions
- See exactly where your time and money go. Price accurately, allocate wisely, and scale without the chaos.
Three layers of competitive moat
Data moat that compounds
Industry benchmarks improve with every customer. More firms = better insights = more valuable product. This flywheel is hard to replicate.
Billing creates lock-in
Once clients pay through Angelwood, switching costs are high. You don't churn your payment infrastructure.
Vertical depth wins
Deep professional services integrations (Salesforce, QuickBooks, Clio) create switching costs horizontal tools can't match.
Built for trust and compliance
Complete audit trail
Every approval, scope change, and client decision is timestamped and exportable. Full CYA documentation for disputes.
Human-in-the-loop AI
AI suggests, human approves. Nothing sends without your explicit sign-off. You stay in control.
Enterprise-ready security
EU/UK data residency available. SSO/SAML for enterprise. SLA and uptime guarantees included.
Simple, honest pricing
Start free. Pay only when you're ready. Cancel anytime.
Solo
For solo practitioners and independent consultants who want a portal that updates itself.
Start free- 1 seat included
- 2 client portals
- Professional email drafts
- Live mini-dashboard
- Source links & tracking
Pro
For small teams and growing firms that want approvals and automation.
Start free- 5 seats included
- 10 client portals
- Slack/Teams integration
- PM tool sync & write-back
- Custom brand theming
- Voice brief generation
Business
For established firms that need control, security, and scale.
Contact sales- 20 seats included
- Unlimited portals
- Custom domain & white-label
- Team roles & approvals
- Audit exports, SSO & priority support
14-day free trial. No credit card required.
View detailed comparison →Expansion roadmap
Dominate consulting and advisory first, then expand to adjacent verticals.
- Phase 2: Legal Practice Management — Deep Clio and MyCase integrations with compliance-focused approval workflows.
- Phase 3: Financial Advisory — Accounting and wealth management firms with regulatory compliance and audit trail features.
- Phase 4: Architecture & Engineering — AEC firms with project milestone tracking and deliverable management.
- E-Signature Integration — DocuSign and HelloSign for formal sign-offs and contract approvals.
- QBR Deck Generation — AI-generated quarterly business review presentations with performance data.
- White-Label Everything — Custom domains, full branding removal, and per-client tone profiles for multi-practice firms.
Never lose a client because of poor communication
Join professional services firms who reduced client churn by 40% with automated updates, approval workflows, and AI-powered retention tools.