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Profitability
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Collaboration
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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
    
    Timekeeping
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    Corporate finance
    
    Transaction advisory
- Consulting
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    Deal and relationship management
    
    Conflicts of interest management
    
    Ethical walls management
    
    Enhanced Microsoft 365 collaboration
    
    Client onboarding and risk assessments
  - Solutions for service lines
    
    Transaction advisory
    
    Corporate development
- Corporate
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  - Corporate solutions
    
    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
    
    Opportunity conflicts of interest
    
    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
    
    Compliant timekeeping
    
    Compliant prebilling
    
    Compliant time and billing
  - Risk and compliance solutions
    
    New business intake
    
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    OCG compliance
    
    Anti-money laundering
    
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    Partner attestation management
- Private capital
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  - Private capital solutions
    
    Code of conduct management
    
    Deal and relationship management
    
    Deal conflicts of interest
  - Solutions for private capital markets
    
    Private credit
    
    Family offices
    
    Fund of funds
    
    Growth equity
    
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    Limited partners
    
    Multi-strategy
    
    Private equity
    
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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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- Services
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- Trust
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