Product Spotlight: Connected Platform for every client engagement

Product Spotlight: Secure Client Collaboration in a Connected Platform

Professional services teams in accounting, legal, financial advisory and consulting run their businesses on client engagements. Yet most are managing those engagements across a fragile stack of disconnected tools: email for document collection, cloud storage for files, a separate project management app for tasks and a standalone e-signature solution to close. Every handoff between tools creates friction, risk and delay.

With the latest platform enhancements from Progress ShareFile software, you can manage the entire engagement lifecycle within one secure, connected platform from the first client request to the final signed document—all without switching tools or losing visibility.

Join us for this product spotlight webinar where we'll walk through the new and enhanced capabilities that make structured client collaboration, document approvals and admin governance seamless inside a single platform.

What You'll Learn

• Projects: Run a full client engagement from requests, tasks, comments and signatures in one structured workspace
• Signature Templates with Sender Fields: Build an NDA or engagement letter once, fill in important fields and use it repeatedly for your signature workflows
• Public Share Links: Send any file securely via a time-limited, password-protected link without the need for client credentials
• Move and Copy: Reorganize files across projects and client folders without losing version history or copy a completed engagement as the starting point for a new one
• Session Management: See every active user in real time, terminate access instantly and take proactive measures.
  

Register now to see how ShareFile software takes professional services teams from kickoff to close—faster, with less friction and with the governance your clients and regulators expect.