Workflows
Streamline project management with powerful, customisable workflows
Simplify your processes with no-code workflows, perfectly tailored to your needs.
Bring your teams, clients, and external stakeholders together on a secure platform built for seamless collaboration
- IMPROVE COORDINATION Track all your projects, transactions and processes in one place
- KPIs AT A GLANCE See all the data that matters to you with just one glance
- GRANT TAILORED ACCESS TO INDIVIDUALS Customise permissions and retain full oversight
- EXTERNAL COLLABORATION Follow the status of projects involving external stakeholders
- INTERNAL EFFICIENCY Stay on top of everything, even when team members are on leave, and keep a clear view on all ongoing projects
You are tired of countless daily emails and attachments, so are we...
- Send and receive less emails and attachments whilst centralising everything in one platform
- Efficient document management - centralised versions, track changes and comments for smooth follow-up
Your workflow, your way
- Create flexible workflows, without technical knowledge required
- Share and duplicate endlessly
- Customise your checklists, step plans and questionnaires - integrate your own workflows to keep every project structured and consistent
The ultimate game-changerfor companies of the finance and legal sectors
In a fast-paced industry, efficiency is everything. Our technology is designed to give you the edge you need to stay ahead.
- Streamline audit processes with external stakeholders
- Create customisable questionnaires for gathering information on compliance, risk assessment, and reporting
- Track the activity of your internal and external users and export relevant reports for internal oversight or regulatory compliance
Other solutions
Document Automation
Entities Management
Document Library
