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External collaboration
for consultants

From start to finish, all your client-facing collaborations in one place

Meet Esther. Esther is an IT Consultant. She is responsible for designing and delivering IT projects. Esther collaborates with customers and prospects on statements of work, project plans and deliverables. She and her team use all sorts of tools to collaborate internally, including: Jira, Google Workspace, and Slack.

For her collaborations with clients, instead of email, Esther uses TakeTurns.

Esther, Consultant

All Esther needs to collaborate efficiently with her clients

Invite people to a secure workspace

Invite your counterparts and your team to a TakeTurns Collaboration. Securely share or request any file or document.

Participants just have to verify their email, it's easy and secure.
Why is it better than email?
✔ Control who has access
✔ Set roles
✔ Share any document or file
✔ Create formal file requests
✔ Invite ghosts (a better bcc:)

Collaborate turn-by-turn

Both parties take turns to review and edit content. Participants are notified when it's their turn.

You always know whose turn it is to work.
Why TakeTurns is better than email?
✔ Structure your collaborations
✔ See content & messages in one place
✔ Recall your turn (it actually works!)
✔ Set deadlines
✔ Chat with all participants

Track all file revisions

Participants upload file revisions to TakeTurns. All versions are automatically tracked.

You know who did what and when.
Why TakeTurns is better than email?
✔ See version history for every file
✔ Preview files before download
✔ Mark versions for review

Learn why consultants are adopting TakeTurns
as their go-to collaboration app

Things you can do with TakeTurns

Share, review & revise documents with clients

  • NDAs & CDAs
  • Statement of work
  • Project plan
  • Project deliverables
  • Professional Services Agreement
  • Project report
  • Market research
  • Analyst report

Request documents from your client

  • Security policy
  • IT architecture
  • Bank information
  • Invoicing information

Learn more

Help Center
Learn how to use TakeTurns in our Help Center
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