Spaces
A space for every client firm you look after.
Trust and corporate service providers and fund administrators look after other firms. Give each client its own space for the chats, files, board and sheets about it; letting the client look in is coming soon.
A space per client firm. Everything about them, together.
The chats, files, board and sheets about one client live in its space, with the context Eve should know about them. Nobody hunts across drives and inboxes for the latest pack.
- Whitestar Fund12 chats, the board and 3 sheetsClient
- Halden Holdings8 chats and the quarterly packClient
- Aldery Family Trust5 chats and the review boardClient
- Regulator correspondenceYour own team’s work
Let the client look in. Coming soon.
Client spaces are on their way: invite the client’s people as viewers or editors and switch on only what they should see, from their policies and findings to the sheets and pages you share. Workflows always stay with your team.
- Policies and proceduresEvery versionClient sees
- FindingsWith the rule behind eachClient sees
- Quarterly packA sheet, shared to editClient edits
- WorkflowsNever shown to guestsTeam only
Work on it together, live.
A board, sheets and pages several people edit at once, with named versions and one change history. Eve reads the space’s context in every chat filed there, and can update the board from chat.
- 10:02Quarterly pack: 14 edits by 2 people
- 10:15Version saved: “Sent to the fund board”
- 10:24Context updated: new administrator from July
- 10:31Eve added the meeting’s actions to the board
Follow one through. One client firm, from set-up to the pack that went out.
One case from start to finish, as it lands in the record. Choose a step to hold it there.
- Markdown, Excel and CSV up to 5 MiB
- Named versions, plus automatic ones
- Eve can edit the board from chat
- One change history per space
- Client guests: coming soon
Three ways to do it. One that keeps the file.
Compare AmoregGeneral descriptions of each approach. Some assistants add connectors, citations and enterprise controls; we are happy to compare Amoreg with the tools you use today.
Connects to the systems your firm already runs.
All integrations
Questions.
Every questionCan our clients see their space?
Not yet. Client spaces, where you invite the client’s people as viewers or editors and switch on only what they should see, are coming soon. Today a space is your team’s own.
How is one client’s work kept apart?
Each space keeps its own chats, files, board and history, and Eve answers with that space’s context. Linking the client’s own organization, with its records and search index kept apart, comes with client spaces.
Does Eve know which client we mean?
Yes. Every chat filed in a space gets the space’s name and context with each message.