Client operations portal template

Give the engagement one place for documents and review.

Share diligence requests or project supporting records with the people responsible for supplying and reviewing them.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Related apps in the current library

Due diligence room

Review data-room findings by workstream, with each issue linked to its source.

Progress claims and close-out

Reconcile payment applications and track supporting close-out records.

Data it uses

  • Data-room or project documents
  • Engagement contacts
  • Document requests and permissions

Screens

  • Document request list
  • Uploads
  • Review status
  • Outstanding-items board

Results

  • Documents collected against the request list
  • Each request has an owner
  • Access set for the engagement

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.