Birmingham Advisors
The Birmingham Advisors portal is where the firm’s clients, advisors and partners work together: finding the right senior operator, booking time with them, running the engagement, and keeping its documents, invoices and payouts in one place. Access is limited to the firm’s members and clients.
One portal for clients, advisors and the firm
For clients
Find the right senior operator by industry and function, book time at a slot that suits you both, sign the engagement, and follow its progress and invoices in one place.
For advisors
Keep your profile and availability current, take bookings, work your pipeline and engagements, build your intellectual capital, and see your earnings and payouts.
For the firm
Run membership, committees and the client pipeline, with the firm’s contracts, records and books behind them.
How the portal uses Google
Members sign in with Google, and advisors can choose to connect Google Calendar and Google Drive. Each connection asks for your permission on Google’s own screen first, and the portal reads or writes only what is described here.
Sign in with Google
Everyone who uses the portal
Google shares your name, email address and profile picture so we can recognize you and open your account. We never see your Google password.
Google Calendar
Advisors who choose to connect it
We read the times you are busy and the names of your calendars, so clients are offered only times you are free and you can choose which calendars count. On the main calendar of the Google account you connect for bookings, we add each confirmed session, with its Google Meet link and an invitation to the client, and remove it if the session is cancelled. We do not read what your events say.
Other Google calendars
Advisors who choose to add one
If you add another Google account, such as a personal calendar, we read only its busy times and the names of its calendars, so you can choose which ones count. We never see event titles, guests or descriptions there, and we never add anything to that account.
Google Drive
Advisors who choose to connect it
When you choose Save to Drive, we create one folder in your Drive and save the document there. We can see only the files the portal creates, never anything else in your Drive.
We never sell Google user data, use it for advertising, or use it to train artificial intelligence models. You can disconnect a calendar or Drive in the portal at any time, which deletes the access we hold, or remove the portal’s access from your Google Account permissions. How we store, protect and delete this data is set out in our Privacy Notice.
Birmingham Advisors’ use of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. The use of information received from Google Workspace APIs, such as Google Calendar and Google Drive, will also adhere to the Google Workspace API User Data and Developer Policy, including its Limited Use requirements.