Product · Workspaces
One engagement,
one shared space.
Keep the client’s files, research and drafts in a shared workspace. Invite the team so each colleague has the context to continue the engagement.
Project Meridian
Client · cross-border acquisition
Material contracts · Data protection
Report readyThe key customer agreement lets the counterparty terminate on a change of control — a value risk for the acquisition.
Shared with the deal team · reviewed by a lawyer before it is relied on
What you start with
A new client or engagement
What you take forward
A shared workspace with its own files and conversations
- 01
Give the engagement a home
Create a named workspace for the matter. Keep its description and client context together instead of spreading the brief across separate chats.
- 02
Bring the right people in
Add workspace members and manage their roles. Only workspace members can search its documents.
- 03
Keep the work together
Organise files and conversations inside the workspace. Pin active work, then close and reopen a workspace as the engagement changes.
Shared workspaces are an Enterprise capability. Membership and roles determine access to the engagement.
Workspaces
The whole matter, in one place.
Open a workspace for each client or engagement and invite your team. Colleagues can find its files, questions, answers and drafts when they pick up the work.
- One space per client, deal or matter
- Owners and members, with roles
- Every output tied to its engagement
Searching firm knowledge base “management fee intercompany”
Searching the legal database
Checking OECD transfer-pricing guidance
Your firm’s template applies an arm’s-length markup with a written intercompany agreement , aligned to the transfer-pricing documentation rules
Management-fee memo v3
Standard markup and intercompany-agreement checklist, approved by the tax lead…
OECD Transfer Pricing Guidelines
Chapter I — the arm’s-length principle: controlled transactions priced as between independent enterprises…
Scoped files
Files that follow the matter.
Upload the engagement’s documents so workspace research can use them. Invite guests to provide files without joining the team.
- Workspace documents available during research
- Guest invites for client file hand-over
- File access follows workspace membership
Either party may terminate for convenience on 90 days’ written notice § 11.2 — supply_agreement.pdf No break fee applies after the initial 12-month term § 11.4
The clause is read from your document and cited to the paragraph — never paraphrased away from the source.
Institutional memory
Approved work becomes firm knowledge.
Submit useful work to the knowledge base for an administrator to review. Once approved, it becomes a source for the whole team, clearly cited as internal knowledge.
- Submit strong work to the review queue
- Administrator review before publication
- Approved knowledge cited beside the law
Your firm’s template applies an arm’s-length markup with a written intercompany agreement
This aligns with the transfer-pricing documentation rules
Management-fee memo v3
Standard markup and intercompany-agreement checklist, approved by the tax lead…
OECD Transfer Pricing Guidelines
Chapter I — the arm’s-length principle: controlled transactions priced as between independent enterprises…
Give the whole team
one place to work.
Workspaces are included in Enterprise. Book a demo with your team’s questions.
Continue the engagement
Assistant
From call notes to a useful first draft.
Book a demo
Thirty minutes, screen shared, your questions. No slides unless you ask for them.
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