How Smith & Associates transformed their client collaboration
Smith & Associates, a mid-sized law firm with 8 attorneys, was drowning in email. Managing 50+ active cases meant hundreds of client emails daily, documents scattered across email attachments, and constant questions about case status.
Managing Partner at Smith & Associates
Michael leads a team of 8 attorneys handling corporate law, M&A transactions, and contract negotiations. His firm manages 50+ active client cases simultaneously.
"We were spending 3-4 hours per day just managing client email. Our attorneys are lawyers, not email administrators."
Michael creates a secure workspace for each client. The 'Acme Corp Merger' workspace becomes the single source of truth for all transaction documents, communications, and updates.
All merger documents—NDAs, due diligence files, draft agreements—are organized in folders. Clients can access current versions anytime, eliminating 'can you resend that file?' emails.
Michael creates tasks for each transaction milestone: 'Review purchase agreement', 'Complete due diligence', 'Board approval'. Clients see exactly where things stand without asking.
All case discussions happen in the workspace. No more searching email threads—every conversation is attached to the relevant document or task.
Draft agreements go directly from SpaceGo to signature. Clients sign electronically, and signed contracts are automatically stored in the workspace.
Every document view, signature, and communication is timestamped. Perfect for compliance and client billing transparency.
End-to-end encryption, role-based access, and complete audit trails for compliance
Folder structures, version control, and search that actually finds what you need
Automated notifications, reminders, and status updates keep everyone informed
GDPR compliant, audit trails, and data retention policies built-in
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