Professional Services

Work more productively with clients and across globally dispersed project teams. provides accountants, IT consultants, marketing and PR firms, management consultants and other professional services firms with a secure Web-based collaboration solution for streamlining and managing their client projects, programs and business processes.

Regardless of geographic location – consultants, contractors, project managers and clients can easily access all of the information, processes and deliverables surrounding a client engagement. With just a login name and password, authorized users can leverage a comprehensive set of integrated services including virtual team collaboration, document management, task management, group scheduling, discussion forums, Web databases and more!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Application Scenarios
  • Project Management
  • Strategic Planning
  • Proposal Development
  • Client Engagement
  • Knowledge Management
  • Crisis Management
  • IT Rollouts

Key Features:

  • Setup multiple virtual collaboration sites for your consulting projects, client account management and for developing new business proposals.
  • Store and manage all types of documents in secure, scalable Web repositories including Microsoft Office files, reports, consultants notes, meeting minutes, scanned images, billing information and more.
  • Build virtual practice areas where your consultants can securely access organizational knowledge & best practices and discuss issues affecting their practice.
  • Allow clients to actively participate in their projects and facilitate better, faster and more accurate client service – while building client loyalty.
  • Guarantee the security of your system with multiple access permissions and share information only with authorized users.
  • Track and manage multiple versions of files and shorten review and approval cycles for critical business documents.
  • Assign tasks, track milestones and coordinate calendar schedules with consultants, project managers, secretaries and clients.
  • Post important announcements, setup discussion forums and keep everyone informed on the latest developments.
  • Capture and preserve all content and context surrounding a client engagement for ongoing access, re-use, and as a historical record.
Service Segments
  • Strategy Consulting
  • Tax & Audit
  • Marketing & PR
  • IT Consultancy
  • HR & Recruitment
  • Research Consultancy
  • Education & Training