Create repeatable client workflows
From onboarding to feedback, use templates to standardize delivery and scale your work across clients.
Keep internal and external work aligned
Assign roles, share updates, and collaborate securely with both your team and your clients in one space.
Track project progress and profitability
Build dashboards showing billed hours, project stage, and revenue by client or workstream.
Track client deliverables in Tables
Build timelines for every engagement, assign ownership, and monitor status across projects in structured views designed for services.
Built for delivery, documentation, and client trust
Deliver high-quality client work on time, every time
More ways to use Dimeri.ai
Coordinate client deliverables and timelines
Manage all client-facing projects in one place—from kickoffs to approvals—with no missed deadlines.
Track billable vs. non-billable work
Monitor service hours, scope creep, and utilization across consultants and projects.
Centralize proposal and contract management
Store, version, and track the status of proposals, SLAs, and signed agreements.
Standardize onboarding for new clients
Ensure smooth transitions with defined steps for intake, document collection, and internal alignment.
Manage recurring compliance checks
Maintain visibility over legal, tax, or sector-specific compliance requirements by client or region.
Oversee resource allocation
Balance workloads and reassign team members across changing project priorities.
Run internal reviews and quality assurance
Keep checks in place before final submissions—especially for regulated or high-risk sectors.
Prepare for external audits or client reviews
Organize documentation and work history to support transparency and accountability.
For your departments
Departments can manage risks, track compliance, and execute mitigation strategies in real-time, all within a unified system.
For your stakeholders
Stakeholders gain access to key reports, risk assessments, and compliance updates, allowing for transparent communication and alignment on project goals and outcomes.