Find anything fast. Share securely. Stay audit‑ready.
Organise documents and knowledge with governed DMS, client portals, and smart search. Reduce retrieval time and compliance risk.
Problems we solve
Typical triggers for this service:
- File chaos across email, drives, and chat apps
- Multiple versions and no trust in ‘latest’
- Inefficient onboarding due to undocumented SOPs
- Compliance risk: no retention or access logs
- Insecure client file sharing
Popular use case
DMS for legal/CA firms with client portals
HR policies and onboarding hub
Project knowledge base for architects/real‑estate
Compliance-ready evidence library
Key features & capabilities
Implementation process
A predictable, low-friction rollout:
Typical timeline: 4–8 weeks for Store+CRM; 8–12 weeks with automation & loyalty (package dependent).
Case Study: Legal Firm DMS and Client Portals
Client: Legal Practice Client
Challenge
Documents scattered across email and laptops led to version confusion and audit stress. Multiple vendors, unclear backlog, high cloud cost, and missed deadlines created leadership friction.
Solution
➨ DMS with metadata, versioning and retention
➨ Client portal with secure sharing and access logs
➨ Knowledge base for precedents and SOPs
➨ e‑signature workflows embedded
Timeline
Migration and rollout in 9 weeks
Impact
✓ Document retrieval under 2 minutes
✓ Duplicate rate reduced by 62%
✓ Audit cycles completed with fewer queries
✓ Staff onboarding time shortened significantly
“Everything is organised, searchable, and securely shared. Audits are no longer a fire drill.” – Legal Practice Client
Discover the right price plan for you
Essential
$19/Per Month
- Lead, deal, contact, calendar and pipeline management
- Seamless data import and 400+ integrations
- 24/7, multi-language support
Professional
$49/Per Month
- Full email sync with templates, open, click tracking & emailing
- Automations builder, including email sequences
- Meeting, email and video call
Enterprise
$129/Per Month
- Streamlined lead routing and account access control
- Document and contract management with e-signatures
- Revenue forecasts & reporting
Essential
$29/Per Year
- Lead, deal, contact, calendar and pipeline management
- Seamless data import and 400+ integrations
- 24/7, multi-language support
Professional
$69/Per Year
- Full email sync with templates, open, click tracking & emailing
- Automations builder, including email sequences
- Meeting, email and video call
Enterprise
$199/Per Year
- Streamlined lead routing and account access control
- Document and contract management with e-signatures
- Revenue forecasts & reporting
Frequently Asked Questions
What type of businesses benefit most from Content and Knowledge Management?
Firms that handle large volumes of documents or regulated content benefit most. This includes CA and legal practices, healthcare, real estate, architecture, and any SME that needs structure and version control.
How secure are the client portals and DMS environments?
Portals include role based access, audit logs, secure sharing, and retention rules. All deployments follow compliance ready standards.
Can AI really improve document retrieval?
AI add ons support semantic search, auto tagging, and natural language Q and A, which reduces search time and improves accuracy.
Can you migrate content from email, network drives, or legacy tools?
Yes. Migration support includes content inventory, mapping, metadata design, QA, and guided rollout.
Does this help teams who struggle with finding the latest file?
Yes. Versioning, metadata, and taxonomy ensure that users always find the latest document within seconds.
How long does it take to implement a DMS and portal system?
Most projects complete in 4 to 8 weeks. Larger migrations take longer depending on content volume and system complexity.
Ready to Organise and Secure Your Knowledge?
Start your 30-day pilot and see how structure, search, and compliance make everyday work effortless.