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TrueCourseDemonstration Center
Northstar Advisory Group · Demonstration

Professional Services

A connected client journey from opportunity through delivery, approval, invoice, and support.

Open operations workspaceOpen client portal
Pipeline$612K22 qualified opportunities
Client work315 awaiting input
Utilization78%Within target
Invoices due$72K9 open invoices
Connected workflow

One record, reused across the journey.

  1. Public experienceDiscover services, programs, products, and organization information.
  2. Guided intakeCollect structured requests without exposing internal identifiers.
  3. Portal collaborationShare status, documents, approvals, schedules, payments, and messages.
  4. Operational deliveryWork from authoritative registers, exact permissions, and audited actions.
Northstar Advisory Group
Professional Services module workspace preview
Profile modules

Configured for this operating model.

Readiness labels distinguish working packages from future roadmap modules.

In Development

Opportunity Intelligence

Package 0.4.0

Integration Ready

Sales & Commercial

Package 0.2.1

In Development

Clients & CRM

Package 2.0.0

Available

Project Management

Package 0.4.0

Integration Ready

Documents & Approvals

Package 0.1.0

Integration Ready

Finance & Accounting

Package 0.1.1

Integration Ready

Calendar & Scheduling

Package 0.6.1

Integration Ready

Private Client Previews

Package 0.3.0