A client portal that reflects the quality of your consultancy work

Turn reports into a live client record

Issue reports, track actions, keep documents in one place and give every client their own portal.

Why consultants use client portals

Included with every subscription

Every consultant subscription includes client portal access.

Why the way you deliver reports matters

Sending reports by email creates version control issues, disconnected actions and fragmented records. They save it somewhere, or they do not. The previous version is still in their inbox. When they want to know which actions they raised last time, they are searching through email threads rather than looking at a system. For a consultant trying to build a reputation for professionalism, this creates friction at exactly the wrong moment.

When you issue a report from Lytom Assess, it is published to the client’s Lytom Comply portal automatically. The client logs in, sees their site, and finds every document you have shared in one place.

What clients can do in the Lytom Comply portal

What Lytom Comply adds beyond report delivery

Lytom Comply is no longer just a place to receive your reports. It is a full compliance platform that businesses can subscribe to on their own, with or without a consultant on Lytom Assess. When your clients use the full product, they get the portal experience above plus:

• Planned preventive maintenance schedules, fire door inspections and fire logs
• Incident reporting, permits to work and contractor visit records
• Water and legionella logs, document management and action tracking
• Custom registers and in-house risk assessments

Assessments and actions you raise in Lytom Assess still flow into their portal automatically. See everything Lytom Comply includes.

How the portal improves your consultancy workflow

The client portal isn’t just a delivery mechanism; it changes how the whole engagement works. When clients can track their own actions, you spend less time chasing for updates or re-explaining what was in last quarter’s report. When documents are centrally held, repeat visits go faster because you’re working from the same shared record. Certificates and records your client uploads to Lytom Comply are visible to you when you carry out your next assessment. It also makes the professional value of your work more visible. Rather than a PDF arriving and disappearing into an inbox, your client has a live picture of where their compliance stands.

How clients access the portal

When you invite them through Lytom Assess, they can log in to view shared reports and documents at no cost. If they want the full Lytom Comply compliance toolkit, they subscribe separately. Businesses can also sign up to Lytom Comply on their own without a consultant, and connect to your Assess workspace later if they appoint you.

Frequently asked questions

What is Lytom Comply?

Lytom Comply is health and safety compliance software for businesses. It is the client portal where your clients view issued reports, track actions and manage day-to-day compliance records. It works on its own or connects to Lytom Assess so assessments and actions from your consultancy flow in automatically.

How is Lytom Comply different from Lytom Assess?

Lytom Assess is the consultant app for running risk assessments and issuing branded PDF reports. Lytom Comply is what your clients use day to day: the client portal for reports, actions, documents and wider compliance records. When you use both, data flows between them automatically.

Can my clients view reports without needing a paid account?

Yes. When you invite a client through Lytom Assess, they can log in to their Lytom Comply portal to view shared reports and documents without paying for their own subscription. If they want the full compliance toolkit (PPM, fire doors, incidents and more), they can subscribe to Lytom Comply separately.

Can a client use Lytom Comply without a consultant on Lytom Assess?

Yes. Lytom Comply works as standalone compliance software. A business can sign up directly, manage its own records and subscribe for the full platform. When they appoint a consultant using Lytom Assess, the two connect automatically and assessments flow into the portal.

Can clients see each other's reports or documents?

No. Each client only has access to the sites and documents you have explicitly shared with them. Clients cannot see any other client's data.

Can clients track outstanding actions from the portal?

Yes. Actions and recommendations from your assessments appear in the Lytom Comply portal alongside the relevant report. Clients can see what is outstanding, what has a due date and what has been resolved.

Is the portal branded with my consultancy's identity?

The portal runs on the Lytom Comply platform, but every report your clients download carries your consultancy branding (your logo, cover design and colour scheme) for a consistent professional impression.

Does the client portal replace email for report delivery?

It can. Once you issue a report in Lytom Assess it appears in the client’s Lytom Comply portal immediately. You can notify clients directly, and they can download the PDF at any time. That cuts the cycle of attaching files to emails and chasing for confirmation of receipt.