Spend More Time Delivering Value to Clients

Make information easy to find and use

• Increase project win rates by easily tapping into knowledge from past engagements that demonstrates your superior expertise
• Improve client outcomes by building on your firm’s knowledge from past project challenges and opportunities
• Reduce non-⁠billable time wasted by staff searching for the right folders, files, and versions of documentation
• Accelerate onboarding of new staff by effortlessly locating training materials, records, and company policies

Search

Build your firm’s intellectual capital

• Reinforce your unique value by automating proprietary processes for data gathering, analysis, reporting and advising
• Streamline and shorten project cycles by ensuring critical information is immediately available as soon as staff are assigned
• Optimize IP reuse by making past project data, analyses, documentation, reporting, and processes readily available
• Increase consistency and reduce errors through systems that automatically ensure your firm’s procedures are followed
• Increase growth capacity through automation that enables more projects to be handled without adding staff

Scale

Automate compliance and ensure confidentiality

• Keep content secure wherever it’s stored − make sure every document is only available to the right people
• Improve records retention by ensuring regulatory and client policies are reliably executed across all storage systems
• Protect your brand from negative publicity associated with data leaks by maintaining tight information control
• Build trust by confirming that only the right people have access to the sensitive information your team uses or produces

Security

Delight clients with collaborative workspaces

• Share information seamlessly with your clients through an intuitive and secure sharing portal
• Reinforce your image through client-⁠specific branded workspaces that showcase your firm’s unique capabilities
• Build relationships by making it easier to connect with consultants for collaboration, project updates, and answering their questions
• Accelerate approvals as documents are immediately made available for reviews between firm and client
• Avoid project delays with the ability to communicate and collaborate on information in real time