Manage a client portfolio
Create and organise client companies under your firm, with a portfolio overview of every engagement in one place.
CSDDD · For sustainability consultants
Run corporate due diligence for your client portfolio. Co-branded, in nine languages.
EXTO lets sustainability consultants manage CSDDD compliance across multiple clients from one platform — oversee each client's supplier due diligence and deliver an annual statement carrying your firm's name and logo.
What you get
Serve more clients without more headcount.
Oversee due-diligence readiness
Track each client's CSDDD readiness — supplier assessments, risk levels, adverse impacts, grievance mechanism — so nothing slips before the annual statement is due.
Deliver co-branded statements
Generate each client's CSDDD annual statement carrying your firm's name and logo — the deliverable goes out under your brand, not ours.
How it works
You oversee. Your client's team enters the data. You deliver.
EXTO runs the full CSDDD workflow inside each client's own workspace. The division of labour is clear:
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1 · You set up & oversee
Create the client's workspace, grant your team access, and monitor their due-diligence readiness from your portfolio.
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2 · The client's team enters data
Your client's staff record their suppliers, complete the due-diligence assessments and log adverse impacts in their own workspace — the data stays theirs.
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3 · You generate the statement
When the data is ready, produce the co-branded CSDDD annual statement as a polished DOCX under your firm's brand.
What EXTO runs
The full due-diligence machinery, not a checklist.
Inside each client workspace, EXTO covers the substance of a CSDDD engagement:
- Supplier due-diligence assessments with inherent and residual risk scoring
- Adverse-impact register and mitigation-measure tracking
- Grievance mechanism and climate transition-plan status
- Co-branded annual statement (DOCX) with your firm's name and logo
Pricing
Licensed per client, priced for partners.
Each client's CSDDD module is licensed within that client's own workspace — there is no partner-level bundle. Partner pricing is available on request when you join the programme.
Frequently asked questions
Can I manage CSDDD for multiple clients?
Yes. As a partner you create and manage a portfolio of client companies, each in its own workspace, and oversee their due-diligence readiness from one place. You review each client individually — there is no single aggregated readiness dashboard across all clients yet.
Are the statements co-branded with my firm?
Yes. CSDDD annual statements generated through the partner workflow carry your firm's name and logo, so the deliverable goes to your client under your brand.
What does the due-diligence workflow cover?
Supplier due-diligence assessments (with inherent and residual risk scoring), an adverse-impact register, mitigation-measure tracking, the grievance mechanism, and the climate transition plan — aggregated into the annual statement.
What's my role versus my client's?
You set up the client workspace, oversee readiness, and generate the statement. Your client's own team enters their data — supplier records, due-diligence assessments, adverse impacts — and the data remains in their workspace. You provide oversight and the deliverable, not data entry.
How is it priced for consultants?
Each client's CSDDD module is licensed in that client's own workspace; there is no partner-level bundle. Partner pricing is provided on request when you join the partner programme.
Is this legal advice?
No. EXTO is a platform for running the CSDDD workflow and producing statements. It does not replace legal advice, audit, or assurance.
Add corporate due diligence to your service line — under your own brand.
Join the EXTO partner programme to manage CSDDD across your client portfolio and deliver co-branded annual statements.