Two experiences

One lifecycle. Two focused experiences.

Professional teams manage assessment delivery in the Employee Workspace. Clients and authorized stakeholders receive controlled visibility through the Client Portal.

Request a walkthrough Explore the workflow

Two experiences over one governed record.

For professional teams delivering the work

Employee Workspace

Where professional teams manage assessment delivery: intake, project setup, scope, field evidence, findings, analysis, reporting, review, release and administration in one connected record.

Working state: Draft records are visible, editable and attributed while work is in progress.
Control point: Review and release actions are performed by authorized people before anything reaches a client.

Employee WorkspaceFictional demonstration data

Navigation

Intake
Project and scope
Field evidence
Findings
Analysis
Review
Reports
Administration

Findings — 24 records · 6 awaiting review

Illustrative interface concept of the internal workspace for one fictional assessment project, showing working records and their review states.

For authorized client-side stakeholders

Client Portal

Controlled visibility for authorized client-side stakeholders: requests, project status, approved information exchange, released reports and portfolio context where available.

Visible state: Only approved and released information appears; internal drafts remain in the workspace.
Control point: Visibility is scoped per project and per organization by the delivering team.

Client PortalFictional demonstration data

Navigation

Requests
Projects
Approved information
Released reports
Portfolio

Released reports — 2 documents · latest issued

Illustrative interface concept of the client-facing portal for the same fictional project, showing released reports and approved information only.

Information flow

Approved information moves in one direction.

01
Working records
Scope, evidence and findings authored in the Employee Workspace.
02
Professional review
Completeness, reasoning and presentation validated by an authorized reviewer.
03
Released client information
Approved reports and information made visible in the Client Portal.

Prospective clients request a walkthrough with our team. Lumetra is not offered as a self-serve trial, because access is scoped to real projects and authorized organizations.

See how both experiences work together.

Tell us how your team delivers work today and we will walk through the workspace and portal views of the lifecycle.