Set up each client once and keep their scope, documents, deliverables and team together, separate from every other client.
Independent review of Kopano Mining's health, safety and environmental obligations at two operations, ending in a gap report and a prioritised action plan for the executive committee.
Add the client's name, industry, organisation type, country, website and the main area of the engagement, such as Compliance or Internal Audit.
Upload the statement of work and Dimeri reads the scope description from it, then suggests a team of AI assistants for that scope, each with its own checklist. You choose which to add.
Invite colleagues, or the client, as Editor or Viewer. Editors chat and produce deliverables; Viewers read and open files. You can remove anyone at any time.
Upload the statement of work and the scope description is filled in from it.
Dimeri suggests AI assistants for the scope and you choose which to add, each with a checklist.
The client's files and the Word, Excel, PowerPoint and PDF deliverables built from them stay in the workspace.
Dashboards (Project and Program), drafted forms and document requests to the client live there too.
Invite people to the workspace you choose. Free has up to 2 users, Project 3 and Program 5.
Each client's work stays separate. Free has 1 workspace, Project 3 and Program 7.
The Free plan includes one client workspace. No credit card required.