For professional firms
Your client. Your relationship. One platform.
Client Advisory is the portal professional firms use to run their most document intensive engagements: reorganizations, estate freezes, share sales, and succession plans. You stay the lead advisor on every file, and your client experiences 1 coordinated process from the first request to the closing meeting.
Your firm portal
Every engagement, in one view.
Your firm receives its own portal: every engagement your firm runs here, each with its current stage visible at a glance, from gathering information through post-closing filings. You drill into any file for the full picture without a phone call or an email thread.
Documents that belong to your firm, including engagement letters and working papers for your file, are delivered there with the same watermarking and permanent activity record your clients receive.
What your clients experience.
Each of your clients receives a private portal for their engagement: documents to review and sign electronically, a clear view of where the work stands, a place to ask questions that stays with the file, and a closing binder assembling every document when the work completes.
Lawyers and other advisors on the file are added to the same engagement with the same verified sign-in, so every stakeholder works from 1 record.
How the platform works for firms
Written terms, once
Platform terms are agreed in writing per service line before the first file begins, and applied consistently to every engagement after it.
You stay the lead
Your client hears from you first on every decision that matters, and the portal keeps you ahead of every development on the file.
Coordinated closings
Closing meetings are scheduled through the portal, signatures come together on 1 coordinated day, and post-closing filings are completed with the record to prove it.
The platform
Documents, delivered
Documents are published to the client's portal when they are ready, organized by category, and available whenever they are needed.
Electronic signing
Clients sign engagement documents electronically with a permanent record: the exact time, a verified email address, and a cryptographic fingerprint of the document.
Watermarked copies
Every downloaded copy is marked with the recipient's email address and the date it was prepared for them.
A complete record
Sign-ins, views, downloads, and signatures are recorded in a permanent activity log for every engagement.
Closing meetings
Clients choose the closing meeting from times your team proposes and receive confirmation in the portal.
Progress you can see
The engagement's stage is always visible to your client, from gathering information through post-closing filings.
How an engagement runs
01
Gathering information
Facts, documents, and assumptions are collected through a structured request list, so nothing is chased twice.
02
Planning
Planning scenarios are prepared and refined by the engagement team until the structure is right.
03
Documents
Legal drafts, tax elections, and instructions are prepared, reviewed, and signed electronically, each with a permanent record.
04
Closing
The closing meeting is scheduled through the portal, and every signature comes together on 1 coordinated day.
05
Post-closing
Filings are completed, the record is finalized, and the closing binder assembles every document in one place.
Start a conversation.
If your firm wants to run engagements on the platform, write to us. We reply within 1 business day.
Already a partner firm? Enter your email address on the home page and your portal sign-in link arrives by email.