SHAREFILE FOR CLIENT ENGAGEMENT

Start Client Work Faster, With Fewer Follow-ups

Client engagements often begin with a motivated request but lose momentum in the back-and-forth. Progress® ShareFile® helps teams send clearer requests, collect complete responses, and keep work visible — so engagements start strong and stay on track.

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Unclear Requests Create Unnecessary Work

Most client requests assume clarity instead of creating it. Document type, formatting rules, and submission methods, are loosely stated and rarely enforced. Clients do their best. What comes back is often incomplete, inconsistent, or unusable. Every gap becomes a follow-up. Every follow-up is time that never makes it onto an invoice.

67%

Percent of firms who report that coordination issues or missing information delay at least 10% of monthly client engagements

$60K

Estimated annual cost of non-billable coordination overhead for the average professional services firm

20h/week

Average time spent on non-billable coordination work, including follow-ups, status checks, and document collection

Internal study of professional services firms, 2026*

Structure In. Overhead Out.

ShareFile workflows for document, information, and signature collection keep requests organized, visible, and secure — while automation quietly handles follow-ups in the background. Work starts strong and keeps moving forward without delays or drag.

Submissions Arrive Complete

Structure requests for documents, information, or signatures with clear instructions and completion cues built in. AI checks help the right files come back correctly named and ready to use — with less back-and-forth.

Less Work Happens in
Follow Ups

Clients and teams work from their own dedicated spaces, with the request keeping both sides in sync. What's been asked for, submitted or still outstanding stays visible in one continuous workflow — with the files and comments tied to it.

Smoother Experience on
Both Sides

Build request workflows around the process your firm already follows, then save them as templates for the next engagement. Clients get a process that feels familiar every time, while teams stop rebuilding the same workflows from scratch.

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I love Projects because I can monitor what is going on with each engagement. I could see what was still outstanding and be able to question the preparer if something wasn’t being worked on.
Timothy McKee Founder, Timothy P McKee CPA Read Case Study

“It’s a lot easier for us and the client with engagements. It’s easy to get into it and get access.”
Krystle Conrad Audit Technician, Smith Marion & Co

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What is Client Coordination
Costing your Firm?

A typical professional services firm absorbs nearly $60,000 in coordination overhead each year. Most of it is invisible — spread across follow-ups, corrections, and non-billable exchanges. Enter your firm size and weekly coordination hours to see what those hidden costs add up to.

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Set The Engagement Up To Succeed

ShareFile gives every engagement structure from the start — so work moves forward with fewer interruptions, less rework, and momentum on both sides.

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Start Client Work Faster, With Fewer Follow-ups

Unclear Requests Create Unnecessary Work

67%