For the consultancy following files for several clients.
Every client's files in one place, the brief before every client call, and the monthly deliverable in your own letterhead.
Your clients pay for the advice, not for the hours spent reading.
From a moving file to the client's inbox
- A file moves
Hear it before the client does
Follow every file your clients care about on one tracker. When one of them moves, your team knows the same day and can pick up the phone first. - The client call
Brief before you dial
Before a client call or MEP meeting, see what changed, who is driving the file, and where the people you are meeting stand. - The monthly report
Their report, your letterhead
Pull a client's files into one PDF briefing that carries your consultancy's branding, ready to send.
Where the hours come back
A briefing for each account lead
Each consultant gets a morning briefing on the files they follow, so whoever runs a client reads that client's news first.
Questions answered with sources
Ask about a client's file in plain words and get an answer with its sources, to check before you pass it on.
Who else is on the file
See who filed on the same consultations as your client and what they argued, on our free public record.
A draft checked before the client reads it
Put a position paper through a review that points out the gaps, the weak arguments and the stale facts.
The background gathered first
For a client note, get the facts, the angles worth taking and the open questions laid out, then write it yourself.
Cover when someone is away
When you are away, a colleague takes over the file along with its deadline and your notes, and picks up where you left off.
The committee in one list
Get every member of a committee, with their accredited assistants, as a contact list for a client's outreach.
Two drafts, every change
Show a client exactly what moved between two versions of a text, scanned PDFs included.
What consultancies ask us
- Can each client's work be kept apart?
Yes. Tell us how your firm splits its clients and teams before you start, and we set PolicySpeak up that way.
- Client work is confidential. Who can open it?
Hosting, access and what happens when you leave are set out on the security page.
- How does pricing work for a firm with several clients?
The pricing model is explained on the questions page.
Request access
Pick two client files you are working on this month. We will show your team how PolicySpeak handles them.
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