A Client Service Catalog Connected to Real Work
Give every client one branded place to browse active and available services, review account-specific details, and submit tickets or request additional work when enabled.
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One catalog for every client account
Organize services once, tailor what is active for each client, and connect client interest to the task workflow your team already uses.
- Shared service catalog
- AI-assisted category setup
- Per-client activation
- Account-specific details
- Drag-and-drop ordering
- Submit Ticket flow
- Request Service flow
- Default service assignees
- Account routing overrides
- Workspace-owner fallback
- Learn More links
- Auto-hidden empty fields
- Dashboard visibility
- View as Client preview
Shape the catalog around each client
The shared catalog stays consistent while service status, account details, and available actions reflect the client relationship.
Per-client service status
- Keep one shared catalog
- Activate services by account
- Store details for each client
Client request actions
- Accept tickets for active services
- Capture interest in inactive services
- Create work in the account task board
Client-view preview
- Check active and inactive states
- Verify visible details and links
- Confirm available request actions
Build One Service Catalog for Your Firm
Structure services around the way your firm works, then reuse that catalog across client accounts instead of maintaining separate lists.
- Organize services into named categories
- Reorder categories, services, and detail fields
- Start a category from service names with AI-assisted setup when it is useful
- Edit generated descriptions and starter fields before use
Personalize Services Without Duplicating the Catalog
Mark services active or inactive for each account and keep the details that belong to that client separate from the shared service definition.
- Show account-specific IDs, dates, amounts, and links
- Hide empty detail values from the client view
- Offer Submit Ticket on eligible active services
- Offer Request Service or an optional Learn More link on inactive services
Turn Service Interest Into Routed Work
Active-service tickets and inactive-service requests create tasks in the account's Service Tasks section, keeping the request beside the rest of the client work.
- Set a default assignee for each service
- Override the assignee for a specific client account
- Check that the selected assignee has account access
- Fall back to the workspace owner when needed
- Clients add priority and a needed date to an active-service ticket
- Submit a request on a client's behalf from account preview
Check the Client Experience Before They See It
Use View as Client to review the catalog from the selected account's perspective before relying on it with a client.
- Compare active and inactive service states
- Verify Your Info, Submit Ticket, and Learn More actions
- Confirm empty detail fields stay hidden
- Review ordering and client-facing descriptions
FAQ
Sydnee organizes your catalog into categories and services, with drag-and-drop ordering at both levels. You can also start with AI-assisted category setup: enter related service names and Sydnee generates a category, service descriptions, and starter detail fields for you.
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Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick BenskeBenske Agency, FounderWhether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven DiamondDiamond Ai Media Group, FounderBetween the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo SantosCo-found Council of MarketersIt's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael RapinoHoneyQuill Agency, FounderSydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Luis LeonPromise Pixel, FounderSydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, OwnerMcdermott Law Firm, PLLC