Say yes to more clients, and give each one more of your time.

What you can do

1. 01

   Give clients answers, not status chasers

   Clients upload straight into each request, and Audit Drive matches every file to its control. Clients can see what's still open, so they stop asking for updates. Your team talks to clients about findings, not missing files.

   • One place for clients to upload
   • Each file matched to its control
   • Clear status for the client and your team
2. 02

   Organise the work the way your firm runs

   Spaces hold the work however you group it: by client, by industry, by team or by project. Each space keeps its own engagements, people and access, and the engagements inside it show their stage and open items, so a bigger book stays something you can see across.

   • Group by client, industry, team or project
   • Each space keeps its own people and access
   • Progress at a glance across every client
3. 03

   Know who's on what before you staff the next job

   Teams show who is working on which engagements and what they're contributing, so expertise is planned and allocated rather than guessed. Spread your specialists across the clients who need them, and see where there's room before you promise a date.

   • Who's on which engagement, in one view
   • Specialists placed where they're needed
   • Room to take on work, visible before you commit