NEW: Streamline Your Q&A with Smart Templating!

Our new Q&A Templating feature helps advisors share questions and documents lists early, without the admin.

Highlights:

⚡ Time-Saving Automation: Create reusable Q&A templates that can be instantly applied across multiple transactions.

⚡️Consistency Guaranteed: Ensure no critical questions or information requests are overlooked with standardised question sets.

⚡️Continuously Evolve: Easily modify templates with new queries to reflect your growing project experience.

🤖 Auto-map to your DD review: Q&A templates can be linked to your due diligence reporting templates for even more time saving - meaning every question is automatically linked to the relevant review section.

Gone are the days of manually recreating document and questions lists or worrying about missed queries. Our innovative approach keeps your Q&A directly integrated with your working documents, providing a seamless, intuitive experience.

Imagine drastically cutting time spent managing your Q&A while maintaining impeccable thoroughness. That's the power of smart templating.

Ready for radically better due diligence workflows? Reach out to learn more about this feature and how it can transform your team's productivity.