Client files blur together
Shared folders and copied templates mean Client A’s breaker numbers end up in Client B’s procedure. Structural separation per client eliminates the failure mode.
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Client management
Every client’s LOTO program. Separated, supported, scalable.
Tegis organizes procedures by company and site, so a consultant can support ten facilities without mixing their records. Each client owns its workspace; you hold authorized access to update, expand, and re-audit — the operational backbone of a retainer practice.
For consultants and fractional EHS firms managing procedure updates and program maintenance across several facilities.
- Isolated workspace per client — no cross-contamination
- Authorized access you keep between projects
- Add assets and revise procedures without chaos
Tegis Safety — Northline ManufacturingLive
Client delivery workspace
Northline Manufacturing
Client-owned · 2 sites · 34 procedures
- Site A — Press line: 18 procedures current
- Site B — Packaging: 16 procedures, 2 in review
- Consultant access: authorized · scoped
Designed around OSHA 1910.147
01 · The problem
Deliverables that die in a folder.
Follow-on work has no home
New press arrives, procedure never gets written, annual review slips. A persistent workspace with your access makes the next job obvious and billable.
Staff can’t cover each other
When delivery lives in one person’s laptop, vacations break service. A shared structured platform lets associates pick up any client.
02 · The delivery model
A delivery model clients renew.
Your expertise, inside a system the client keeps.
Separate client workspaces
Each organization and its sites stand alone — procedures, QR codes, PDFs, and history never intermingle.
Authorized consultant access
Work across clients from your login with permissions each facility grants and can revoke. Professional boundaries, enforced by the system.
Built for updates
New equipment, revised isolation, annual reviews — add and revise without rebuilding the program.
Portfolio visibility
See which clients are current, which have draft procedures pending, and where the next retainer conversation lives.
03 · How a delivery works
From kickoff to client handoff.
Set up the facility
Create the client-owned workspace with company and site structure.
Deliver the first procedures
Author priority-asset procedures and tag equipment as the initial project.
Support the next phase
Return for reviews, additions, and expansions under an ongoing relationship.
04 · Questions
Asked by people like you.
Can a consultant manage several clients in Tegis?
Yes. The company → site model is designed for exactly this: distinct facility programs, each owned by its client, accessible to you under authorization.
Can a client remove consultant access?
Yes, at any time. Facility ownership includes access control — the trust foundation that makes clients comfortable starting.
How do annual reviews work across clients?
Each site’s procedures have clear ownership and currency. Walk clients through reviews on a schedule and record updates in the same system.
Can junior staff deliver under our brand?
Your firm controls who on your team touches which client workspace, keeping delivery consistent as you grow.
Partner with Tegis
Run your client portfolio on one platform.
Tell us how many facilities you support — we’ll show you the multi-client workflow live.