Client Assessment Management

What Client Management Looks Like in LineaScore

When you run an assessment in LineaScore, you name it — typically with the client's name and the assessment date. That assessment syncs to your account and is accessible from any device. Run another assessment for the same client next quarter, and both are in your account, organized chronologically.

This creates a living client file: not a static document, but a continuously updated record of each client's technology alignment trajectory. Before any client conversation, you can pull up the current assessment, see where they stand, and review what's changed since the last review.

How This Changes the Advisory Relationship

IT advisors who don't have organized client assessment records are limited to qualitative descriptions of client environments: "they're in decent shape" or "they've got some gaps." That's not a compelling advisory posture. Advisors with organized, scored assessment histories can speak precisely: "Your backup integrity score improved from S2 to S4 last quarter after we completed the DR testing. Your access management is still at S2 — that's the priority for Q3."

This precision builds client confidence and creates a clear, shared understanding of where the investment is going.

Scaling Client Management with Pro

The free plan supports up to 10 cloud-synced assessments — enough to get started and validate the workflow with a handful of clients. LineaScore Pro increases that to 100 cloud-synced assessments with full history and tracking, making it practical to run structured quarterly assessment programs across a full MSP client portfolio.