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Client Dashboard Features

Everything the Client Dashboard includes -- project management, billing, contracts, reporting, AI tools, and more. One platform for the full relationship.

Overview

This page lists every feature in the Client Dashboard — what each module does and where to find more detail. Every feature listed here is included at no additional cost for all Digital Royalty clients, with no feature tiers, no per-seat pricing, and no upsells.

What Is Included

Project and Work Management

  • Project Management — real-time visibility into every active project, its status, deliverables, and timeline. See what has been done, what is in progress, and what is next.
  • Request Management — submit change requests, feature ideas, and support queries through a structured workflow. Track every request from submission to completion.
  • Query Management — raise and track questions, issues, and operational queries. Every query is logged, assigned, and resolved with full visibility.

Finance and Legal

  • Billing Portal — view invoices, manage payment methods, and track billing history. Powered by Stripe for secure, automated payments.
  • Digital Contracts — review and sign contracts digitally. Every signed document is stored in the Dashboard for permanent access. Powered by SignWell.

Reporting and Security

  • Reporting — automated reports on project progress, time allocation, and system performance. Data pulled in real time, not manually compiled.
  • Password Vault — share sensitive credentials securely through encrypted storage. No more passwords in emails or spreadsheets.

AI and Automation

  • AI Tools — content generation, site analysis, and structured automation connected to your project data.
  • AI Agent — an autonomous assistant that handles repeatable Dashboard tasks without manual input.

Where to Start

If you are new to the Dashboard, start with Project Management and Request Management — these are the features you will use most frequently. For billing and contracts, the Billing Portal and Digital Contracts pages explain how payments and signing work.

Ready to Turn This into Action?

We build the systems, integrations, and automation that replace manual work and disconnected tools. If something here resonated, we should talk.