For consultancies, MSPs and vCISOs

A repeatable answer operation across every client.

Run the same controlled workflow across a growing portfolio while keeping each client's evidence, answers, connectors and delivery history isolated.

Client isolationEvery engagement operates in an explicit workspace context.
Portfolio visibilitySee delivery work without combining client evidence.
Capacity pricingPlans are based on active workspaces and completed questionnaires.
Citeply portfolio workspace overview for client questionnaire operations
Client boundaries

Keep source material where it belongs

Workspace-scoped access and storage paths reduce the chance of mixing client content.

  • Explicit workspace context
  • Tenant-negative testing
  • Scoped object storage keys
Operating consistency

Use one process across the portfolio

Standardize intake, review, evidence and delivery without forcing every client to use identical source material.

  • Shared operating stages
  • Client-specific answer knowledge
  • Repeatable export controls
Review capacity

Bring specialists into the right work

Assign internal team members and client reviewers without giving everyone the same permissions.

  • Team invitations
  • Client reviewer access
  • Capability-based roles
Microsoft 365

Connect at the workspace level

Bind Microsoft connections to the intended client workspace and restrict reconnect capability.

  • Exact tenant and subject matching
  • Workspace-specific connection
  • Optional Mail.Read consent
Commercial control

Price around delivered operations

Use annual workspace and completed-questionnaire capacity rather than per-seat friction.

  • Unlimited internal users
  • Hard usage limits
  • No automatic overages
Customer proof

Give clients a reusable output

Turn reviewed work into a branded trust package they can use beyond one questionnaire.

  • Published packages
  • Citation coverage
  • Verified custom domains
A bounded way to begin

Bring one questionnaire.
Leave with an answer operation.

Apply for a guided 30-day pilot using synthetic or anonymized material. No payment or Microsoft 365 connection is required to begin.

30 daysOne bounded use caseHuman-reviewed outcome