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Industries

Solutions by industry
- Accounting
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  - Solutions for accounting firms
    
    Deal and relationship management
    
    Client onboarding and continuance
    
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    Personal independence management
    
    Enhanced Microsoft 365 collaboration
    
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    Transaction advisory
- Consulting
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    Deal and relationship management
    
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    Enhanced Microsoft 365 collaboration
    
    Client onboarding and risk assessments
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    Transaction advisory
    
    Corporate development
- Corporate
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    Corporate counsel matter management
    
    Deal and relationship management
- Investment banking and advisory
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  - Solutions for investment banking firms
    
    Deal and relationship management
    
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    Code of ethics management
  - Solutions for investment banking markets
    
    Placement agents
- Legal
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  - Growth solutions
    
    Client intelligence
    
    Activator
  - Microsoft solutions
    
    Microsoft Copilot
    
    Microsoft 365 collaboration
  - Time and prebilling solutions
    
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    Partner attestation management
- Private capital
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  - Private capital solutions
    
    Code of conduct management
    
    Deal and relationship management
    
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  - Solutions for private capital markets
    
    Private credit
    
    Family offices
    
    Fund of funds
    
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    Multi-strategy
    
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- Real assets
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  - Real assets solutions
    
    Deal and relationship management
  - Solutions for Real assets markets
    
    Equity investors
    
    Developers
    
    Credit investors and lenders
    
    Limited partners

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