✓
Pilot setupWorkspace and team ready
Complete ◷
Regional rolloutNext phase in progress
In progress ○
Client sign-offWaiting for your review
Review Client Collaboration Platform for Professional Services Powered by AI tech
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You worked hard to earn trust. Now don't lose the relationship
A place your clients call yours.
Keep work, results, files, and next steps together in your branded portal.
Build Your Client-Facing Team
AI coworkers move client work forward. Your people stay in charge.
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Client brief received
Account directorYour team · Final approval
Approve client delivery Onboarding lead AI coworker · Claude
Plan the kickoff Intake specialist AI coworker · ChatGPT
Check client inputs Portal specialist AI coworker · Claude
Prepare the client space Delivery lead AI coworker · ChatGPT
Coordinate the work Project planner AI coworker · Claude
Map tasks and owners Quality reviewer AI coworker · ChatGPT
Check deliverables Client success lead AI coworker · Claude
Prepare the update Reporting analyst AI coworker · ChatGPT
Summarize progress Follow-up specialist AI coworker · Claude
Draft next steps Build apps around your client work.
Bring data from your tools into one place for clients.
Need to streamline operations?
Your team experience is also important. We got you covered!
A shared home for your agency’s work.
Bring projects, team knowledge, and everyday collaboration into one workspace.
Client delivery › 90-day roadmapShare · Work with AI ✧
NORTHSTAR OUTDOOR SUPPLY
Demo workspace 90-day growth roadmap
Plan the work, share the context, and keep every handoff moving.
Validate product data before release.
Schema map · 2 filesCheck location pages and coverage.
Audit checklistResearch and draft the next guide.
Research pack · 4 filesConfirm events and attribution.
Event map.xlsxReview the findings with the team.
Baseline report.pdfChecks complete and documented.
QA evidence.pdfWeekly reporting cadence is live.
Measurement planLess chasing. More agency work moving.
Connect intake, planning, and handoffs with n8n workflows.
n8n / Agency project intakeExample workflow
New project briefInternal intake form
Review the briefCheck scope, skills, and capacity
Ready to plan?Required details complete
Lead approvalConfirm owners and dates
Create tasksApproved project plan
Request detailsReturn to the brief owner
YesNeeds details ✦ClaudeChat model
▤Agency SOPsProcess knowledge
◴Team capacityPlanning records
Build Your Internal Operations Team
AI coworkers handle the coordination. Your team makes the decisions.
Powered by Paperclip
Client brief received
Operations directorYour team · Final approval
Approve priorities and staffing Resource planning lead AI coworker · Claude
Balance workload and capacity Capacity analyst AI coworker · ChatGPT
Spot overloaded teammates Scheduling coordinator AI coworker · Claude
Suggest owners and dates Knowledge lead AI coworker · ChatGPT
Keep agency know-how current SOP curator AI coworker · Claude
Update repeatable processes Onboarding specialist AI coworker · ChatGPT
Prepare new-hire guides Delivery operations lead AI coworker · Claude
Keep internal work on track Project health analyst AI coworker · ChatGPT
Surface risks and blockers Handoff coordinator AI coworker · Claude
Prepare the next handoff 
Trusted by 3000+ professional services like you
All-in-one platform
See how teams and clients can collaborate seamlessly
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Game-changing custom FuseBase portals for Professional Services
Client side
client portal
White-label solution to work with non-tech-savvy clients
External collaboration
Project management tools can be too complicated.
No learning curve for you and your clients guaranteed!
- 3000+ integrations to embed inside
- Magic Links, one-link access
- File management and organization
- Progress, data collection and approvals
- Branded portals and knowledge bases
- Effective collaboration and group chats
Team side
team workhub
All your project and knowledge management in one place
Internal collaboration
No need for extra tools.
Internal workspaces provide a one-stop shop for organization and management.
- Dashboards, tasks, Kanban boards
- Direct messages, channels, comments
- Time tracking and Activity Panel
- Powerful pages and document builders
- AI for smarter collaboration
- Schedules and approvals
Security & Integration
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Enterprise-Grade Security
SSO, 2FA, and encryption keep your data protected-always.
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Seamless Integrations
Connect instantly to CRM, Slack, Teams, email, and your full tech stack.
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Compliance & Control
Track access, stay audit-ready, and manage permissions at scale.
Product of the year 
4.8 rating
Internal and External collaboration, for Teams, Clients, and Partners
Reviews
Find out what people are saying
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“The easiest way to onboard clients and look professional. Great way to show quality work compared to clunky solutions that overwhelm customers”.
Mike Smarrow Account Executive -
“It is easier for me to organize the material from various sources. FuseBase has made working with my team much easier and faster. I am more efficient at work now because I don't have to use multiple software. I use FuseBase only”.
Subhan Hamid Business Professor -
“FuseBase's comprehensive suite of tools allows us to work professionally. We're able to control how & when we share our content and keep it consistent with our brand, ensuring a trusted experience for our customers”.
Andy Hunne Director of Elysium Systems -
“The results have been great! With FuseBase, we can really set ourselves apart from other agencies while making both employees’ and clients’ lives easier”.
Seb Vissers Marketing Manager at Leadable -
“FuseBase has made our work a lot easier. Dashboards offer some great services like account management, integrated cloud storage options, collaborative workspace for the team and many more”.
Aritra Ghosh Analyst at Amazon -
“It is the central point of our business. We love how we work and we love how this tool gives us the freedoms we need, and allows us to present work consistently and professionally”.
Selle Evans CEO of Masterly Business Solutions -
“I use FuseBase to organize projects for agency. It works as a portal for my team and clients. For each client and project, we create a workspace and I invite the team members that will work in that specific project / client”.
Paulo Andrade University Teacher, Udemy Instructor
The solution that works for team and client collaboration
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