Financial Services
Moving projects forward quickly and accurately requires the efficient organization, presentation and archival of a vast array of deal documents.
WorkZone allows you to share all the documents with clients and partners from a single location. No extranet/intranet is easier to use, and everything is available at any location 24 hours a day, 7 days a week.
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Ready, set, sign. WorkZone puts every critical document right into the hands of all your partners and clients.
No more searching for the right version or comparing drafts. The right copy is right there, all of the time.
A complete record of everything, accessible 24 hours a day. You know exactly who saw what and when they saw it.
WorkZone keeps a record of all comments and approvals, and you can access the record at anytime, anywhere.
It works the way you work now. You know how to manage partners and clients. WorkZone is simply a tool that helps you do it even better. There is no need to change anything.
WorkZone is provided as a hosted solution
You use our technology and software, so there's no hardware or software to install, and WorkZone requires no IT support.
It works across any platform - PC or Mac. All you need is access to the Internet. WorkZone can be accessed from anywhere
24 hours a day.
WorkZone was created to help non-technical business professionals use powerful technology to collaborate more effectively.
PDF fact sheet
To see WorkZone in action, give us a call at 866-967-5966
(610-275-9861 outside U.S./Canada) or
sign up for a personal
demonstration of WorkZone.
Learn more
Request a Demo
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