Client portal

A private workspace for every company we work with. It holds the deliverables from your engagement, the reviews and approvals on them, your team and board meetings, and the updates you share with us.

We designed and built it ourselves, and we keep improving it as clients use it.

Enter your work email and we send a one-time link and a six-digit code. There are no passwords to set or forget.

The link and code work once and expire after 15 minutes. Once you're in, you stay signed in on that device for 30 days.

Each company has its own dashboard, visible only to the people on it and to the Uncharted team. Teammates request access from the sign-in page and we approve each request, so the right people see the right company.

Board directors and other guests can be invited to a single board meeting without seeing anything else on the dashboard.

Yes. Anyone on your team can request access with their work email. To share one document with someone outside the portal, send it by email from the document itself; they don't need an account.

Yes. Every retainer runs through the portal. Dashboards come with every engagement. Data Spaces, for team meetings and board meetings, come with 6-month retainers and longer. 9-month+ retainers get the full Uncharted OS, including an investor-facing data room.

Every document from the engagement: contracts, design reviews, brand assets, presentations and videos. Each one is labeled with its type so the list reads at a glance. Both sides can upload, and we're notified as soon as you add something.

Every document is Draft, Updated or Approved. The top of the dashboard shows what's waiting on you, so you never have to ask what needs your attention.

When something is ready, mark it Approved. The approval is recorded against that version, so there's no doubt later about what was signed off.

Comments sit beside the document and can be pinned to a page. PDFs open as a flipbook, and clicking a comment turns the book to the page it's about. Every version is kept with its conversation attached.

Share it by email from the document, with an optional note. Everyone you send it to gets a download link that works for 14 days. Nobody needs an account.

Videos play in an editor-style player with a timeline. Click a moment and leave a comment at that timestamp. Comments show as markers on the timeline; hover to read one, click it to jump back to that frame.

Yes. Copy a link to the current moment from the player and send it anywhere. It opens the video at that timestamp.

A record of a meeting that matters: the agenda, who was invited and who attended, notes, the recording and its transcript. Team meetings live under Data Spaces, next to your board meetings, and everyone on the dashboard can read them.

Yes. Paste an Otter link and the portal shows its preview. If your company has an Otter Enterprise workspace, “Find in Otter” searches your recordings and attaches the link, summary, transcript, calendar guests and date in one click.

You can always upload a transcript file yourself instead.

Plain text, SRT and VTT subtitles, Word (.docx), PDF, JSON and Markdown, up to 25 MB each.

Yes. Attach it to a section of a board meeting the way you'd attach a document. Directors and viewers of that board meeting can open the record from the pre-read, and only from there.

A pre-read built in sections instead of slides, with the agenda, the votes and the people invited. Each section has an owner and a draft; publishing turns the drafts into what directors read. The same format works for investor updates and all-hands.

Each section can follow a short framework: What you need to know, Highlights, Lowlights, Key initiatives, What's keeping me up at night, and Key takeaways. Reporting stays brief, and the meeting is left for discussion.

Working notes can sit below a divider in the section. They stay with the editors and are never published.

Read the pre-read and see their progress as they go, ask a question or comment on any section, open attached documents and team meetings, and pre-vote For, Against or Abstain on each resolution. They can change a pre-vote until the outcome is recorded.

Yes. Analytics show who has opened each section, so you know who's come prepared. A meeting checklist tracks the path from first draft to signed minutes.

The portal drafts the minutes from what it already knows: who was there, the agenda, and every vote with its tally. Edit them, then directors sign in the Data Space. Editing the minutes after signing clears the signatures, so a signature always matches the text.

Your team edits. Board directors read, comment, pre-vote and sign the minutes. Viewers read and comment. Uncharted can help build the pre-read alongside you.

Short notes you post for Uncharted: a milestone, new numbers, a product or customer win, a hire, a fundraise, or an ask for help. Add a chart, a photo or a file of up to 50 MB when it helps.

Your company and Uncharted. Clients only ever see their own company's updates. We read them across every engagement before calls, so the help we give fits where you are.

Leave “Let Uncharted know” ticked when you post and we get an email as soon as it's up.

In private storage. A file is only served after the portal checks that you have access to that company's dashboard, or to the board meeting it's attached to. Share links carry their own token and stop working after 14 days.

You do. Your documents, meeting records and updates belong to your company. Ask us to remove anything, and we will.

Yes. Companies can license the platform once their retainer ends and keep their dashboards, Data Spaces and company records running. 9-month+ retainers include the option of a reduced-rate license.

Email hello@uncharted.global and tell us about your team. We'll walk you through the options.