Imagine working on Client A, with many Windows open, and then client B calls with an urgent question. Instead of searching your inbox, emailing colleagues, and looking through documents, simply toggle into client B dashboard, and immerse yourself in the full context of Client B’s correspondence and materials.
You’re cc’d on numerous workstreams. You’re working on a primary agreement, and a certain regulatory approval isn’t pressing.
Until you have a call with the regulator in 20 minutes.
Just open your client dashboard [click], enter the workstream [click], and the right information is at your fingertips in a matter of seconds.
Jump Back In
You haven’t reviewed a client’s materials or document updates in weeks. Then the client resurfaces. No need to search and review endless emails chains to get up to speed. Click into a dashboard, and pick up exactly where you left off.