Early access Your sign-in, account and engagements are live. Invoices, requests, reports, documents and resources aren't connected yet — those sections will stay empty until they are.
ServiceAi

Sign in to your portal

Use the email address your engagement is registered to.

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OR

Trouble signing in? Contact your project lead
✉

Check your inbox

We sent a sign-in link to {{ email }}. It expires in 15 minutes.

Set your password

First time here — choose a password for future sign-ins.

Strong · 12+ characters, one number
⌕
Notifications {{ owedCount }}

You're all caught up.
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Engagement phase
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We need from you

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These are blocking work on our side
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✓

Nothing needed from you right now

We'll email you and light up this card the moment something lands in your court.

Recent activity

No activity yet. Updates from your project will show up here.
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Projects

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latest mock-up

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No projects yet

Once your intake is reviewed we'll scope the first build here — usually within 3 business days of kickoff.

Booking & reminder bot

In progress

Build phase · 64% complete · Go-live Aug 6, 2026

Mock-up gallery

3 / 7
booking-flow-v3.png

Changelog

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Action items

Everything open on this engagement, split by whose court it's in.

Your court

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✓ Nothing in your court Everything open is on us right now.
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{{ i.who }} {{ i.due }} {{ i.priority }}
Awaiting you

Our court

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Nothing tracked yet Work items will appear here once your engagement is scoped.
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Requests & issues

We reply within 1 business day.

RequestTypeStatusSubmittedLast update
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No open requests

Found a bug, want a change, or need a new automation? Send it over — we reply within 1 business day.

Reports

Automation ROI

No reports yet

Once automations are live we'll publish monthly ROI here — hours saved, tasks executed and uptime, measured from real run data.

Documents

Unsigned documents count toward your action items.

No documents yet

Agreements, guides, intake forms and SOPs will appear here as they're shared with you.
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Mutual NDA

PDF · 3 pages · Sent Jun 2, 2026
Awaiting you
document preview

Resources

Environments, walkthroughs and access.

No environments or walkthroughs yet

Live and staging links, Looms and design files will be listed here once your first build is underway.
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Credentials

Shared via 1Password vault

We never store or display raw passwords in the portal. Access is granted through a shared vault you control.

Billing

Retainer, invoices and payment method.

InvoiceDescriptionDateAmountStatus
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Billing isn't connected yet

Your retainer, payment method and invoice history will appear here once billing is set up. Nothing is being charged through this portal today.

Settings

Editing your profile isn't available yet — ask your project lead to change these.
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No integrations connected

Calendars, messaging and billing tools you connect will be listed here.
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Notifications

Anything in your court is marked with an orange pill.

No notifications

You're all caught up. We'll notify you here the moment something needs your attention.
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New request

We reply within 1 business day.

Type
Bug Change New automation
Drop screenshots or files here, or browse