All clients in one platform

As an external consultant, manage multiple clients efficiently in one central platform with strict data separation using Aldric.

The Challenge

External data protection and compliance consultants often manage numerous clients simultaneously. Each client has different requirements, maturity levels and timelines. Without a central platform, this means: different tools per client, data in distributed systems, manual report creation and the constant risk of overlooking deadlines or tasks for a client.

Typical Daily Tasks

  • Maintaining oversight of the compliance status of all clients simultaneously
  • Keeping track of deadlines and tasks across clients
  • Onboarding new clients quickly without starting from scratch each time
  • Keeping data strictly separated between clients
  • Creating professional, individual reports for each client
  • Efficiently coordinating recurring compliance tasks across all clients

Our Solution

The Consultant Portal of Aldric enables management of all clients in one platform with strict data separation. Cross-client dashboards provide the overall overview, reusable templates accelerate onboarding of new customers, and professional reports strengthen client relationships.

Your Benefits

👥

Multi-Client Dashboard

See the compliance status of all clients at a glance and immediately identify where action is needed.

🔒

Strict Data Separation

Each client has an isolated workspace with their own data, users and permissions.

📋

Template Library

Create reusable templates for records of processing, DPIAs and policies that you can deploy across all clients.

📊

Client Reporting

Generate professional, branded compliance reports for each client individually.

Quick Start

  1. 1

    Onboard clients

    Set up new clients and configure their modules, access rights and initial templates.

  2. 2

    Conduct assessment

    Use structured templates to quickly capture the compliance status of each new client.

  3. 3

    Implement measures

    Plan and track compliance measures across clients with central task management.

  4. 4

    Report professionally

    Create individual reports for each client - branded documents with one click.

Frequently Asked Questions

How many clients can I manage simultaneously?

Aldric has no technical limit on the number of clients. The Consultant Portal is designed for managing dozens of clients in parallel, with cross-client dashboards for the overall overview.

Can clients access the platform themselves?

Yes, you can set up individual access for each client. This allows clients to maintain their own data while you retain oversight and control.

How does data separation between clients work?

Aldric uses strict multi-tenant architecture with row-level security at the database level. Each client sees exclusively their own data - accidental data mixing is technically impossible.

Can I use my own templates?

Yes, you can create your own templates for all document types and deploy them across clients. This significantly accelerates onboarding of new clients and ensures consistent quality.

Related Modules

Consultant Portal

Manage multiple clients as an external data protection or compliance consultant.

Learn more

Data Protection Impact Assessment

Conduct DPIAs systematically according to Art. 35 GDPR and document risks and measures.

Learn more

Art. 30 Records of Processing

Create and manage your records of processing activities according to Art. 30 GDPR.

Learn more

Technical & Organizational Measures

Manage and document your TOMs according to Art. 32 GDPR and ISO 27001.

Learn more

Related Frameworks

EU GDPRISO 27001

Ready for Efficient Compliance Management?

Start with a free demo and discover how Aldric simplifies your compliance processes.

Request Demo View Pricing