A collaboration suite for specialists.
A pre-configured suite of tools for specialist firms requiring partner collaboration, speed, and alignment.
Still managing projects using emails and attachments?
Collaborate in real-time and ditch the email threads.
You've looked at project management tools before. They're either too complex, too rigid, or built for a different kind of work entirely. So you default back to what you know—emails, spreadsheets, and sheer willpower. We built this for firms who need something fundamentally different.
Critical decisions buried in threads. Version confusion. Clients asking for updates you already sent.
Status trackers that break, updates copied by hand, hours lost to reconciliation.
Existing tools were designed for corporate silos, not for partnership-driven specialist firms.
Siloed information between you and your partners leads to wasted time, mistakes and missed opportunities.
Coordinate projects like your firm's reputation depends on it.
This isn't just project management software adapted for advisory work. It's a collaboration suite built from scratch for specialists who need to deliver expertise in a high flux environment.
Tasks
12
Track deliverables, deadlines, and assignments across all engagements.
Decisions
5
Log key decisions with context, rationale, and stakeholder sign-off.
Risks
3
Identify, assess, and mitigate risks before they become issues.
One Place, Complete Clarity
Every engagement, every deliverable, every client touchpoint. No more scrolling through inboxes or reconciling spreadsheets.
Merger Planner
Due Diligence
30d
Regulatory Filing
45d
Shareholder Approval
60d
Integration Planning
75d
Day 1 Readiness
90d
Clients Stay in the Loop
Stop copying statuses into emails. Stop chasing updates. The system effortlessly reflects reality in real-time.
Audit & Guardrails Baked In
Collect approvals, provide read & write access for exactly what clients need. Eliminate the risk of internal notes leaking.
A suite of tools for consultants, advisors, and specialist firms who coordinate complex engagements in demanding environments.
Plan Projects
Effortlessly set project milestones to align your teams towards shared objectives.
Collaborate on Documents
Create, collaborate, and share essential documentation seamlessly within the platform.
Manage Tasks
Break down milestones into actionable tasks, ensuring clarity and delegation.
Store Files
Seamlessly integrate and share files with team-specific permissions to ensure secure and efficient collaboration.
Meeting Insights
Leverage AI to transcribe, analyze, and summarize your meetings with precision; converting action items into tasks, and recording key decisions.
Unified Communication
Facilitate instant communication with chat, calls, and screen sharing, all embedded within the platform.
Pricing Plans
Projects start as free, and can be independently upgraded when needed. Enterprise pricing caters for those who need many spaces.
Free Space
- Limited to 3 Active Contributors
- No Trial Period
- No Credit Card
- Unlimited Free Spaces
- Limited to Email Support
$0- Featured
Pro Space
- Includes 10 Active Contributors
- Unlimited Storage
- Integrated AI Agent
- Integrated Meeting Agent
- Standard Support (Email & Phone)
$200/monthStart 30 Day Trial Enterprise Plan
- Unlimited spaces
- Viewers are free
- Single Invoice
- Compliance Labels
- Enforceable SSO
- Centralised User Admin
- Personalized Onboarding
- Bring your own AI
- Premier Support (24/7: Email & Phone)
$160/user/month
Ready to deliver your next engagement ?
Your firm's most valuable asset is reputation. Don't put it at risk because of simple mistakes.
Contact us
We are always looking for ways to improve our products and services. Contact us and let us know how we can help you.