Partner Portal
Good morning, .
Here's where your client engagements stand today.
3
Total Clients
Active pipeline
2
In Flight
Setup or surveys live
4
Surveys Pending
Respondents not complete
1
Ready to Deliver
Workspace fully populated
$0
SOW Revenue
No SOWs in progress
⚡ Needs your attention
Nothing needs your attention right now.
All Clients
Client Management
My Clients
Track every engagement from first conversation to delivered findings.
All 3
Prospect 0
Sold 0
Setting Up 1
Surveys Live 1
Ready to Deliver 1
Delivered 0
Complete 0
Account
My Profile
Your firm details, subscription, and commission summary.
Firm Details
Consultant name
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Title
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Legal firm name
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Firm address
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EIN
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Practice type
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Work email
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Phone
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E&O Insurance
Carrier
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Coverage
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Policy number
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Expiry date
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Subscription
License tier
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Partner since
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Billing plan
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Subscription status
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First billed
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Next billing date
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Charter rate locked until
June 3, 2028 · 24-month guarantee
Commission Summary
YTD 2026
OpsAlign licenses sold
0
Commissions earned (33.3%)
$0
SOW revenue reported
$0
10% SOW returns due to ITOMAC
$0
Commission payments are issued by ITOMAC Inc. within 30 days of cleared funds. SOW returns are due within 30 days of your receipt of client payment. Questions? info@itomac.com
Firm Logo
Appears on all SOW documents and white-labeled client deliverables
No logo uploaded
PNG, JPG, or SVG · Max 2MB · Recommended: 400×160px on transparent background
Rate Card
Default rates · editable per SOW at generation time
SOW Defaults & Legal
Orientation
Getting Started
Four steps from active partner to first delivered engagement. Check each off as you go.
Complete your partner onboarding ✓
Firm profile, insurance, commercial agreements, and payment setup. You're done here.
2
Book your partner orientation call
30 minutes with the ITOMAC team. We'll walk you through the platform, share delivery best practices, and answer your questions before your first client engagement.
3
Explore the demo workspace
The demo workspace shows a fully completed assessment for Acme Corp — a Financial Services organization. This is exactly what your client's workspace will look like. Explore every panel before your first client presentation so you know the story cold.
4
Add your first prospective client
Log the client you're actively pursuing in your pipeline. You don't need to have sold the engagement yet — just add them as a Prospect to start tracking. Your billing activates when you create a project and begin the setup.
5
Launch your first assessment
Once your client is sold, run through the project setup — org context, domain selection, respondent configuration, and assessment window. You'll do this yourself as the project admin. Then launch and monitor completion from your dashboard.
How the delivery works
You are the driver of every OpsAlign engagement. Your clients engage with your expertise — OpsAlign stays behind the curtain.
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You sell it. Use the demo workspace or partner page to show prospects what the output looks like.
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You set it up. Run through project setup yourself. You know their environment better than anyone.
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Respondents get a link. No login. No account. Just a survey URL in their inbox.
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You monitor completion. Chase stragglers with one-click nudge emails from your dashboard.
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You deliver the findings. Export white-labeled reports, PPTX, and SOW under your firm's name.
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You win the work. The roadmap is your SOW. The risk register is your board document.
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