- clientwin is an online service that allows consultants to create private digital offices for each client to improve communication and workflow management. - Within each private office, consultants can upload files, write notes, use chat, and link to other client portals while clients only see their individual office. - The service helps consultants more easily track tasks, assign staff, monitor progress, and prioritize different client needs through the private offices and internal records.

1. clientwinA Private Office for Every ClientRaja Abburi, CEOMarch 2010

2. Situation TodayConsultants are busyToo many phone calls, meetings and emailsJuggling tasks for a variety of clientsClients are busyToo many phone calls, meetings and emailsJuggling a variety of tasksQuality two-way communication is hardHard to get the whole story. Hard to follow through. Hard to adjust priorities for different tasks at different times.

3. clientwin - OverviewOnline service designed for Consultantshttp://clientwin.comConsultantsSetup private offices for each clientEach client only sees their officeShare documents and updates in each officeTrack follow up with staff and store client records in a private internal-only office for every clientAssign staff for each client and monitor progress effectively

4. CommunicationFilesUpload and download files, each up to 50 MBLogbookWrite notes and status updatesChatOnline chatLinksStore links to client portals in other software servicesEmail integrationReceive notifications on updates

5. Workflow ManagementAssign staff for each clientMonitor progress for each clientTrack next steps for each clientQuickly find out which offices have updatesGet full context for the status on each clientEasy to on-board new clients with standard forms and documents

6. Client CommunicationClient officeShare periodic status updatesShare links to other client portalsInternal officeStore CRM style client informationRemember client preferences and follow throughPublic LobbyShare information common for all current clients and prospective clients

7. Office AccessClient Office AccessOnly to the client, you and your assigned staff Easy to also give access to client’s spouse or other decision makersInternal-only client office AccessOnly to you and your assigned staffClient does NOT have access to this officePublic LobbyOpen to current and prospective clients for viewingOnly you or your staff can post content in this lobby

8. SecurityHTTPSClients access through secure HTTPOnline storageClientWin runs on Google App Engine. Data stored at world class Google’s data centers is available only for ClientWin service. Data is NOT available for other applications or advertising enginesArchiveYou can archive and download office contents for secure offline storage as often as you likeOptional delete preventionYou can choose to disable delete for selected offices and have all the communication available for future audit.

9. Try it!Easy to tryNo email or credit card is requiredSetup a sample consultancy, invite clients and see how this worksSign upCall us at +1 425 943 9451 for pricing