Audience
Built for consultants running multiple client projects
Managing certification and compliance work for several clients at once means juggling different frameworks, teams and deadlines across disconnected spreadsheets. Ecoinch gives consultants one workspace to run every client project without losing track of any of them.
What makes multi-client work harder than it should be
A different spreadsheet or folder structure for every client
No single view across every active client project
Status updates to clients mean manually compiling progress by hand
Templates and evidence from similar past projects aren’t reused, just recreated
How consultants run client projects on Ecoinch
Set up a workspace per client
Reuse templates across similar engagements
Track every client’s status in one view
Share client-ready progress reports
What a multi-client workspace gives you
One workspace per client, one dashboard across all of them
Templates and evidence reusable across similar engagements
Client-facing progress reports without manual compilation
Role-based access so each client only sees their own project
Without a consultant workspace
- Separate spreadsheet or folder per client
- No consolidated view across active engagements
- Client updates compiled by hand each time
- Templates recreated from scratch for every new project
With Ecoinch
- One workspace per client, consolidated dashboard across all
- Live status across every active engagement
- Client-ready reporting generated from live project data
- Templates and evidence reused across similar engagements
Built around how consulting engagements actually run
One account, multiple client workspaces
Role-based access keeps each client’s data separate
Works across certification, ESG and regulatory-compliance engagements alike
Frequently asked questions
Yes — each client gets their own project workspace, and you get one consolidated view across all of them.