Loading…
Fetching your data…
Loading…
SelfRunBusiness
Securing your session…
SelfRunBusiness
Securing your session…
Fetching your data…
13
features
1
automations out of the box
1 product
replaces client, student tools
Every plan
free forever included
Overview
One branded place where clients, students and applicants see what concerns them — instead of asking by email.
“The result
Fewer status-update emails and a better experience for the people you serve.
Key capabilities
What it covers
Replaces
Client, student & applicant portals
Best for
Clients · Students · Applicants · Your team
From start to finish
Why teams use it
It replaces client, student & applicant portals and runs independently, with its own sign-in and database. You can manage it alongside other SelfRun products from one place.
Fewer status-update emails — people check for themselves
One branded place for projects, invoices, tests and messages
Self-service sign-up and account management
Rewards and referrals keep people coming back
Who uses it
People see and do only what their role allows, so each person gets a screen that fits their job.
See projects, milestones, invoices and documents; pay online.
Follow their program, schedule, assignments, tests and certificates.
Track their application, interviews and assessments.
Manage portal users and see what they do.
How it works
One branded place where clients, students and applicants see what concerns them — instead of asking by email.
Step 01
People join with self-service sign-up or an invitation.
Step 02
Each person sees only their own projects, program or application.
Step 03
Pay invoices, submit work, take tests, message your team.
Step 04
Rewards, referrals and a wallet keep them coming back.
13 features
Grouped the way the product's own menu groups them. All of it is included in every plan.
Projects & milestones
Progress they can see
Invoices & payments
Pay online
Documents
Shared files
Messages & meetings
Talk to your team
Program & schedule
Curriculum and classes
Assignments & projects
Submit and get feedback
Attendance
See your record
Tests & certificates
Take tests, download certificates
Application & interviews
Track the application
Journey
Where you are in the process
Rewards, referrals & wallet
Earn and spend credits
Notifications & settings
Choose what reaches you
Profile & registration
Self-service sign-up and account
Runs automatically
These happen on their own — notifications, reminders and hand-offs to other products. Every run is logged, and you can pause any workflow.
Notify portal users about new invoices, messages and tests
Build your own in Workspace → Automations.
Optional product workflows
SelfRun ClientOS works on its own. If you want a handoff to another product, configure an automation for that workflow; no other product is required to use SelfRun ClientOS.
Every product and every feature is included in every plan, starting free, no card needed.
FAQs
Still deciding? These are the things people ask before they start.
No. Every record belongs to one company and the platform adds that company to every database query itself, so a page, report or export cannot ask for another company's rows. See Security & Trust.
No. Business questions use read-only queries with the asker's permissions. When an assistant proposes to create, edit or delete something, nothing happens until the person approves it, deletes ask for a second confirmation, and every action is logged.
Yes. Tables can be exported to CSV or Excel and documents downloaded as PDF. If you cancel, the workspace stays readable so you can export, and you can ask for permanent deletion of your company's data.
Only people with the specific permission for them. Payroll, salary, bank and statement views are limited by role, even for managers, and every export and change is recorded in the audit log.
Anything about your business data in plain language — for example overdue invoices, leads by source, who is on leave or which projects are late. It answers with text, a table or a chart and shows how it calculated the answer.
