Google Drive search, filing and sharing, handled by Sofia

Ideas to put to work

Your firm's documents become a source of answers, organized around each client.

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  Research across your firm's documents

  Sofia finds files across shared drives, reads them and answers your question with sources, so the team reuses prior analysis.

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  Client folder from the intake form

  When a new client completes your Typeform intake, Sofia creates their Drive folder and uploads the responses as a document for the engagement team.

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  Review comments on client drafts

  Sofia reads a draft in Google Docs, checks it against your firm's standards, and leaves review comments on the file for the author.

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  Access tidied when engagements close

  Sofia reviews sharing on a client's folders and, with your approval, removes access for former contractors and closed engagements.

Works well with

• TypeformOnline forms and surveys
• Google DocsGoogle's online word processor
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft OneDriveMicrosoft's cloud file storage for individuals and teams
• Google SheetsGoogle's online spreadsheets