Wouldn’t it be nice to have one go-to spot for all your TP projects? No more digging through folders or asking around for missing files—everything’s right where you need it.
Centralized client management
Keeping track of ongoing tasks, info, and workflows is tricky enough for one client—but managing multiple? That’s when things get really hard to follow.
Good news, Coperitas can help! Now you can organize everything in one place.
Advantages of Coperitas
One place for projects
No more "key person" risks
When someone leaves, your client workflow shouldn’t leave with them. With streamlined processes, another team member can step in smoothly and continue helping out the client.
Collaborate with clients
Want to bring your clients into the TP documentation process? Or are they able to share the info themselves? With the Coperitas portal, you can collaborate in a single place.
Navigating Coperitas
There are two main modules you’ll use to manage everything:
Document Creator
This is where you create and maintain the TP documentation for your clients—everything in one place whenever you need them.
Document Manager
Want to automate tracking? No problem! Get updates via email and keep an eye on everything in a clean, easy-to-use dashboard.
Features to easily manage everything
Let’s go a bit deeper into what features you can expect you to help with centralized client management:
Simplify Your Workflow
Key Features
- Quick-search function: Find your clients in seconds.
- Organized deliverables: All documents neatly separated by client for a crystal-clear overview.
- Smart deadline tracking: See all deadlines in one place, and filter easily by client or team member.
- Consistency made easy: Use templates to ensure uniform, high-quality output across all your clients.
- Flexible tagging: Add custom labels to group clients and create tailored views.
