Focus on outcomes. Import client files from Drive, OneDrive and SharePoint straight into that client's workspace. No more downloading, renaming and re-uploading.
You import straight from the client's drive into the right workspace and keep every version.
The client shares a folder in Drive or SharePoint. You download the files, drag them into your own workspace and hope you grabbed the right version.
Connect the drive once and import any file straight into the client's workspace. No downloading, no dragging, no guessing.
You rename the file to match your naming convention. The client updates the original. Now two versions exist and neither label tells you which is current.
When the client updates the file, import it again. Dimeri matches it to the right deliverable, shows what changed and you choose to save it as a new version, with the full history kept.
You work from a shared folder and accidentally drop one client's file into another client's engagement. Sensitive data ends up in the wrong place.
Files you import land only in that client's workspace. Client A's files never appear in Client B's workspace, even if they come from the same drive.
Integrations
Sign up free in under a minute, then create a client workspace with the client's details, scope and documents.
Add colleagues and assign roles. Everyone works from the same workspace so nothing gets lost between people.
Connect your first app, pick the files you need and import them into the client workspace for the assistants to work on.
Consultancies, advisory firms and independent practitioners run their whole book on Dimeri. You keep the client relationship and the methodology. We supply the platform underneath it.
You can import files from Google Drive, OneDrive and SharePoint. On the Project and Program plans you can also connect Gmail or Outlook to save document requests as drafts in your own mailbox. You send them yourself, and your client's replies land in the workspace.
Connecting an app takes less than a minute. Authorise through your provider's login screen and Dimeri handles the rest. There is nothing to install.
Yes. Files you import land only in the client workspace you are in. Files from one client never appear in another client's workspace, even if they come from the same drive.
You can import PDF, Word, Excel, PowerPoint, CSV and image files. You can preview them in Dimeri, and the assistants read the content so they can analyse and summarise it.
All data is encrypted at rest and in transit. Dimeri uses your provider's OAuth flow, so we never store your credentials. Each client workspace is isolated, and your client's data is never used to train AI models.
Import it again. Dimeri matches the file to the right deliverable, shows what changed and saves it as a new version when you choose. The full version history is kept, so you can compare or restore any earlier version.
Focus on outcomes. Import client files from Drive, OneDrive and SharePoint straight into that client's workspace. No more downloading, renaming and re-uploading.
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