Introduction

Welcome to Collab Space — the collaboration suite built for specialist and advisory firms.

Collab Space is a purpose-built platform for consultants, advisors, and specialist firms who coordinate complex projects in demanding timeframes. Whether you're managing client engagements, aligning with partners, or delivering critical work under pressure, Collab Space gives you real-time visibility and control without the administrative overhead.

Why Collab Space?

If you've tried project management tools before and found they don't work for your business, you're not alone. Traditional tools fail specialist firms because they:

Don't facilitate cross-company collaboration with clients and partners
Require too much configuration and are overly complex
Create inadvertent data sharing risks
Lack features that deliver meaningful insights
Don't get buy-in from partners, perpetuating the cycle of scattered information

Collab Space was built from scratch for firms who need to deliver expertise in high-stakes environments — not adapted from software designed for corporate silos or internal teams.

How It Works

1. Structure

Pre-configured workspaces for both long-term collaboration and one-off engagements. Get started in minutes with proven frameworks, not weeks of setup.

2. Coordinate

Work in real-time with your team. Dashboards, tasks, documents, and meetings stay in sync automatically. No more reconciling spreadsheets or chasing status updates.

3. Deliver

Bring your clients into the fold with secure, controlled access. They see progress in real-time using familiar tools. You stay in control of what they can see and do.

Key Features

Feature	Description
Real-time Dashboards	Engagement-level visibility with metrics that matter — completion rates, velocity, risks, and milestones at a glance
Milestone Planning	Break complex projects into phases and actionable steps with dependency tracking and progress visualization
Task Management	Create, assign, and track tasks with due dates, priorities, and status workflows that keep everyone aligned
Document Collaboration	Create and collaborate on documents with version history, comments, and granular access control
File Management	Store and organize files with automatic versioning, folder hierarchies, and project integration
Meeting Intelligence	Schedule meetings, capture decisions and action items, and leverage AI to analyze transcripts
Secure Client Access	Invite clients with precisely scoped permissions — they see what you want them to see, nothing more
Real-time Chat	Instant communication embedded in your workflow, with threads, mentions, and file sharing
Activity Audit Logs	Complete visibility into who did what and when, ensuring accountability and compliance

Built for Specialists

Collab Space is designed for:

Consulting firms coordinating multi-workstream engagements
Legal services managing complex matters with multiple parties
Financial services and accounting delivering audit-ready work
Technology services aligning delivery across clients and vendors
Engineering and architecture tracking project milestones and approvals
Marketing and advertising agencies collaborating with clients on campaigns

Getting Started

Ready to explore? Here's where to begin:

Spaces & Templates — Learn how to create and configure your workspace
Dashboards — Understand your real-time project visibility
Milestones — Plan and track project phases
Tasks & Issues — Manage work across your team

Your Firm's Reputation

Your most valuable asset is your reputation. Don't put it at risk because of buried emails, broken spreadsheets, or tools that weren't built for the way you work.

Collab Space lets your team and partners spend valuable time on work that really matters.