Run Multi-Client Engagements
Run every client from one place, each in its own workspace, with assistants that follow your firm's formats.
Replace:
Excel
SharePoint
Google Drive
Run every client from one place
Each client has its own workspace, so you open one and pick up where you left off.
Today
Client work scattered across folders
Every client lives in a different folder or drive, so you spend more time finding files than doing the work.
With Dimeri, you can
Open a client and everything is there
Each client has its own workspace with its documents, assistants, deliverables and history.
Today
Rebuilding deliverables from scratch
The next client needs the same assessment, so you copy the old file and hope you changed every name.
With Dimeri, you can
Your templates, filled in for each client
Upload your formats and scoring scales, and the assistants fill them in for each new client.
Today
No overview of engagement status
There is no single view of which client you last worked on and which needs you next.
With Dimeri, you can
Pick up the right client next
The Workspaces page lists every client with when it was last worked on, so you can pick up the next one in a click.
Integrations
Connects to the tools you already run on
Google DriveImport client files
GmailEmail your assistants
OneDriveImport client files
SharePointImport client files
OutlookEmail your assistants
Start delivering work in three steps
Hi, I'm DimiContinue with GoogleFree. No card needed.1
Continue with Google
Sign up free with your Google account in a few seconds. Your first client workspace is set up for you.
Suggested for this client
HenryRisk registersAdded
GraceCompliance reviewsAdded
NaomiInternal auditAdd
HenryRisk registersAddedGraceCompliance reviewsAddedNaomiInternal auditAdd2
Add your assistants
Dimi suggests assistants from the client's scope. Add the ones you need, such as Henry for risk or Naomi for audit.
Toridgeway-alex@work.dimeri.aiHere is the scope and last year's register. Can you draft the risk register?HenryYour draft is ready to check
HenryYour draft is ready to check3
Email the work
Send the client's documents to their workspace address. Drafts come back to your inbox for you to check and confirm.
FAQ
Frequently asked questions
How long does it take to set up?
You can create your workspace and set up your first client with its assistants in under ten minutes. There is nothing to install.
Is each client's data kept separate?
Yes. Every client gets an isolated workspace with its own files, assistants, deliverables and members. Data never mixes between clients, and each deliverable keeps its own version history.
Can I assign different team members to different clients?
Yes. You can invite colleagues to specific client workspaces and set roles per workspace. A team member working on Client A does not automatically see Client B unless you grant access.
Is there a limit on how many clients I can manage?
Each plan includes a set number of client workspaces: one on Free, three on Pro and five on Firm. Move up a plan as your book grows. See the plans.
How do I switch between clients?
The Workspaces page shows every client in one view. Click into any client to pick up where you left off, with the assistants, documents and deliverables already in front of you.
How does pricing work as I scale?
Plans are a fixed monthly price that includes a set number of client workspaces and users. You never pay per deliverable or per engagement, and you can move up a plan when you need more. See the plans.
Is Dimeri built for consultants?
Yes. You get one workspace per client, AI assistants do the legwork on each engagement, and you review and sign off every deliverable.
Will Dimeri replace me?
No. Your assistants draft, research and organise the work. You make the calls, edit the output and decide what goes to your client.
Still have questions? Talk to our team
Run every engagement from your inbox
Email your assistants the work. Drafts come back to your inbox for you to check and confirm, with nothing new to learn.
Continue with GoogleFree to start. No card needed.