A workspace per client, a review view across all of them, and the SSP, POA&M and policies written from the client's own answers. You keep the relationship, the judgment and the hours. The structure, the evidence and the documents stay in one place between visits.
| Client | Path | Score | Open | Waiting on |
|---|---|---|---|---|
| Apex Machining | L2 self | 98 / 110 | 4 | Client · 2 answers |
| Northfield Composites | L2 self | 61 / 110 | 27 | You · evidence review |
| Harbor Precision | L1 | 15 / 17 | 2 | Ready · report |
| Delta Avionics Svc | SPRS | -38 | 19 | Client · M365 consent |
| Ridgeline Fab | L2 self | 110 / 110 | 0 | Affirmed · Aug 28 |
Nothing here changes your method. It changes how much of it lives in email threads and loose Word files.
A client invited into their workspace sees a clean, plain-English view of their own assessment. Nothing about your other clients. Nothing that reads like a vendor's dashboard.
Start with your own account, add a client workspace, and have a scoped control walk in front of them by the next call.