Client Intelligence™
Your entire client portfolio, watched automatically.
Handover's Client Intelligence layer tracks account health, open risks, and communication patterns across every client — without you lifting a finger. When something needs attention, you hear about it before your client does.
What Client Intelligence Does
Most MSPs only discover account problems when a client escalates or threatens to leave. Client Intelligence gives you a live view of relationship health across your portfolio — calculated from the same PSA data and reports you already produce.
Account Health Scoring
RAG status calculated from ticket volume, risk count, and report cadence. See which accounts are green, which need a check-in, and which require action today — without opening every client record manually.
Risk Flagging
Open risks from your latest reports surfaced automatically, with alert routing to the right account. When a client's risk register grows or overdue items stack up, you see it on the overview before it becomes a board-level conversation.
Portfolio Digest
Weekly AI summary of which accounts need attention, sent directly to you. Start the week knowing where to focus instead of discovering problems reactively from inbox escalations.
Escalation Prevention
Catch communication gaps before they become churn conversations. Accounts with slipping report cadence, rising risk counts, or deteriorating health scores are flagged while there is still time to reset the relationship.
Who uses this
Best fit for Account Managers, MSP Directors, and teams running proactive account reviews.