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  4. Workspace Overview
  1. Home
  2. Client
  3. Workspace Overview

Workspace Overview

Workspace is your secure and collaborative area to connect with your retained expert.

  • Seamless file sharing: Centralize your document sharing and teamwork.
  • Stay in the loop: Stay updated in real-time with the Activity Log feature.
  • Leverage resources: Collaborate with your expert through our resources section. This includes agreements, W-9, and an engagement checklist.
  • Expert information: Access your expert’s CV and contact information from your dedicated Workspace.

You will receive a daily email summary of all Workspace activity, which can be toggled on or off within your expert-specific Workspace.

Updated on November 20, 2023

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