![]() ![]() Well, File Requests can help you reduce the stress and distractions of managing documents from external parties. (That’s a term I made up, but you get the idea.) By the time you get to the deal closing portion of the process, you might be responsible for managing xx documents. The model analysis phase brings about the challenge of iterative version management. Then comes the assessment of business financials which requires procuring documents from various respondents. There’s the initial setup of proposals when your prospecting for engagements, then there’s the actual contract for the project – all of which you’d want saved in a scope of work folder. That means collecting information from a lot of parties over a long period of time. There are multiple steps to the process that can take weeks and sometimes months from start-to-finish. Take the due diligence process for example. ![]() Bonus points if you choose one that gives you real-time notifications that your files are actually being viewed so that know your work is actually being read, empowering you with confidence about how to approach your next conversation with your client.ĭo you need to collect and consolidate documentation from various stakeholders and respondents? Or do you have a project that is going through an iterative phase with hefty revisions that you’re afraid of losing track of in your inbox? They often manage multiple clients and would ideally like to use face-time with clients to spend ample discussion time on the project’s progress instead of often using the time to introduce their work.īy keeping your photo, video, audio, image, and presentation files in a centralized workspace, you can save yourself time and frustration of searching for what you need, when you need it. No one knows this pain better than consultants. Are you searching for a way to stand out with your clients? Do you want to find small ways to give them a best-in-class experience in a remote-first world? Are you constantly wishing you spent less time searching for virtual paperwork and more time on building relationships? Well, DocSend can help you get back to what matters most – your clients.ĭo you struggle with keeping track of which clients are sending materials? Or maybe you feel frustrated because you keep showing up to review meetings where no one has actually looked at the materials you sent.
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