Client files in one place
Email, documents and versions of a proposal in one environment, on your own server or an EU server that runs only for you.
For whom · Consultancy
For consultancy & professional services
Your work lives in proposals, reports and client files. We help keep that information with you and shorten the repeat steps in between.
Less time lost to repeat work
Pull information from documents, prepare a first draft of a quote, or stop typing the same client answer again.
Knowledge the firm keeps
What now sits in one mailbox or one person’s head can be found by the team. New colleagues do not start from zero.
Costs you can budget
One fixed monthly amount for the workplace. Automating a concrete process starts with an analysis, not with a per-seat subscription.
Where the hours go
At most advisory firms, billable time is lost before the advice starts. Someone hunts for the previous version of a proposal, copies passages from three documents, answers the same client question again, or retypes data that was already in an attachment. That is not a technical problem. It is time you do not invoice, or that the client feels as waiting time.
At the same time those documents often hold your clients’ business data. That does not belong in a random chatbot or in yet another tool the team uses “just quickly”. The sustainable route is one environment for email, documents and files, and then looking at where the repeat work can be shorter.
What you actually get
Email on your own domain, documents with joint editing, calendars, video calls, a password vault for the team and, from the Smart package, a private AI assistant for summarising, searching and a first draft. Everything behind one login, on your own server or an EU server that runs only for your firm. We take care of the migration, the management, the updates and the backup and recovery arrangements agreed for your firm.
On top of that, if you want, we look at one process that costs time every week: incoming requests, preparing quotes, finding earlier reports, or updating client files. We start with the process, not the technology. If it yields too little, we say so.
The workplace has a fixed monthly amount, shown on Pricing. Automating a process means an analysis, then a bounded trial, and only once the value is proven the rest. More on that at AI & Automation.
Does this sound like your firm?
In a conversation we walk through a real proposal, a client file or a weekly recurring process with you.