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Workspace Types Overview

Below is a list of each workspace and a short description of what each workspace is used for. Each workspace has its own set of apps, which are custom tools designed to help you accomplish your project goals.


Relationship Workspace / Client Portal Workspace
Use the Client Portal Workspace to share files, exchange messages and manage the relationship between you and your client securely.

Collaboration Workspace
Use the Collaboration Workspace to collaborate with clients, colleagues and external parties in a secure environment. Apply specific permissions to users, groups, documents and folders and keep track of your workspace activity with detailed reports.

Virtual Data Room
Quickly create a customised Virtual Data Room to swiftly navigate the due diligence process and close your deal. Virtual Data Room reports keep track of all user activity, helping you to gauge bidder interest. Create indexed, paginated deal bibles at the end of your transaction and view your deal as a virtual and interactive binder before export.

Bundling Workspace
Use the Bundling Workspace to create paper or electronic trial bundles. Create sections then upload your files and folders. The system can automatically generate an index page and apply a customised numbering scheme to your bundle pages. You can create your own cover page or select and edit a cover page from one of our pre-built templates. When you're finished you can export your bundle as a PDF, share it electronically or print bundle double-sided or single-sided.

Litigation Workspace
Use the Litigation Workspace to upload files, perform a document review, tag, classify, create sections, number, redact and add annotations to your documents. The system can automatically detect duplicate documents and help you remove them. You can invite your team and clients into your workspace and set distinct user permissions. You can bring together relevant documents, pages and extracts to prepare witness statements and skeleton arguments. When you're finished you can export your bundle as a PDF, share it electronically or print bundle double-sided or single-sided.

Knowledge Management Portal
Use the Knowledge Management Portal to showcase your business, skills and solutions. Show potential clients what you do best and provide news on any upcoming events. You can introduce clients and potential clients to your staff using the Meet the Team page. This is a good opportunity for your staff to show their personality, share fun and interesting facts and engage with clients on a personal level. Help clients put faces to names and position titles. A 'Meet the Team' page shows your clients the lovely people you work with everyday.