One platform to meet the internal and external needs of your business
CLIENT PORTALS
Create custom branded client portals
Remove the headache of lengthy client take-on processes. Give clients secure access to files or documents and a convenient route to engage to your teams' expertise.
CLIENT ONBOARDING
Automate your client onboarding workflow
Automate client onboarding with custom forms and workflow and swiftly and securely onboard your clients.
DOCUMENT REVIEW
Review files swiftly
Whether it be for due diligence or DSAR management, gather all files into one place and give controlled access to all parties involved. Ingest and review documents and whole folders and deliver only the relevant files. Build electronic or paper document packs with automatically generated indexes and optional annotations and redactions.
KNOWLEDGE MANAGEMENT
Manage your knowledge effectively
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Share, access, and update business knowledge and information easily and effectively. Customise secure portals to engage your customers and share the information pertinent to them
MEETINGS
Manage and hold meetings
Securely create and share meeting packs with your boards, committees and customers and carry on meetings in the secure, shared environment of a meeting workspace.
TRANSACT
Prevent deal fatigue and failure
Run deals or manage mergers & acquisitions using Safelink and get the deal done faster. Order all information and data in an encrypted deal room prior to inviting bidders in. Have ultimate control over participants permissions and access to information.
