The first client-centric collaboration platform!

SideDrawer is the first user experience driven, ALL-IN-ONE platform that gives ongoing added value to you and your clients!

Current challenges

Lack of communication with your clients

Professionals face the challenge of not having enough information of a client's evolving personal situation compounded by too few communication points.

SideDrawer solves this by connecting you (the Professional Service Provider) with your clients through a comprehensive living repository of your clients' information and life events.

Differentiate, Retain and Develop client relationships

Professionals typically struggle to differentiate themselves against their competitors in an environment saturated with professionals offering the same services, and an influx of newer disruptive technologies.

Accessible by you (as a Professional Service Provider) and your clients at all times, SideDrawer provides the ability to collaborate, communicate and identify gaps or changes in each client's needs (i.e.: Financial, Insurance, Legal, etc.) that allows you to stay top of mind, build client retention and loyalty.

Next Generational Planning

Professionals also fail to retain or increase business due to their lack of a relationship with their client's next of kin or generally, the next generation.

SideDrawer allows Professionals to identify these gaps and develop key relationships with the next generation, before it's too late!

What is SideDrawer

SideDrawer is an EASY-TO-USE mobile and web solution for Professional Service Providers. Your clients can capture their personal, financial and other pertinent records very easily, allowing for greater collaboration and communication with you through a single, virtual, living repository.

How to collaborate using SideDrawer

We designed SideDrawer with the user's experience at the center of everything. You can access all functionalities on any device -through your mobile app or the website, anywhere, at any time.
Holistic Client Profile Management

See all of your clients in one view. Have multiple clients? Simply go into a particular client's profile and see all the files in that SideDrawer you have been granted access to. Need details? Dive into each client's SideDrawer as needed!

Transfer & Share

Sending files via email can get messy. You or your clients can share files and documents through SideDrawer allowing you to collaborate with your client in real-time, share with other relevant stakeholders, and effectively plan their life's next steps!

Comprehensive Notifications

With push notifications and a record of everything that has taken place, you'll get notified right away when a change took place or a document has been uploaded or something was deleted!

Network Sharing

Don't wait until it's too late. You can get access to your clients' personal and professional network to establish and nurture a trusting relationship that will lead to new clients, partnerships and sales opportunities!

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What Professionals say

Compare SideDrawer plans

There is a SideDrawer for every Professional. Whether you are a sole-proprietor or part of a large Organization, SideDrawer can help you make your work life more efficient.

STARTER

  • Upgrade at any time!

Benefits:

  • Comprehensive security encryption for the management of your files (256-bit AES and SSL/TLS encryption)

  • Comprehensive security for your Account (Biometric Access and Multi-Factor Authentication)

  • Up to 8 records per SideDrawer, which includes any number of documents, files, photos, etc. up to 10GB of storage

  • Ability to VIEW records in your clients' SideDrawers (when permission granted)

STANDARD

  •  
  • Or prepay yearly and save 16%
     

Benefits:

  • Comprehensive security encryption for the management of your files (256-bit AES and SSL/TLS encryption)

  • Comprehensive security for your Account (Biometric Access and Multi-Factor Authentication)

  • Up to 16 records per SideDrawer, which includes any number of documents, files, photos, etc. up to 100GB of storage

  • Ability to VIEW records in your clients' SideDrawers (when permission granted)

  • In-App Notifications inbox for due dates, expiry dates, renewal dates and any important dates related to your own SideDrawer

PREMIUM

  • May 2020: 50% OFF, for Life...
  • Or prepay yearly and save 16%
    May 2020: 50% OFF, for Life...

Benefits:

  • Comprehensive security encryption for the management of your files (256-bit AES and SSL/TLS encryption)

  • Comprehensive security for your Account (Biometric Access and Multi-Factor Authentication)

  • Up to 120 records per SideDrawer, which includes any number of documents, files, photos, etc. up to 1TB of storage

  • Ability to VIEW records in your clients' SideDrawers (when permission granted)

  • In-App Notifications inbox for due dates, expiry dates, renewal dates and any important dates related to your own SideDrawer

  • Ability to CREATE new SideDrawers of any kind (Starter, Standard or Premium) for your clients

  • Ability to CREATE and EDIT records in other SideDrawers (when permission granted)

  • In-App Notifications inbox for due dates, expiry dates, renewal dates and any important dates related to your clients' SideDrawers you have been granted permission to

  • Own and/or manage unlimited additional SideDrawers for your staff or your clients, of any kind (Starter, Standard or Premium)

Volume Pricing:

  • Sponsor your staff's or your clients' SideDrawers and benefit from volume discounts

  • Prepay yearly and save 16%

Professional add-on packages

We offer a series of add-on packages especially designed to make your client relationship more effective. Choose the add-on package that better suits your needs.

PRO

Ready to go for Sole-Proprietors and Small Businesses Available for Professionals with a Premium SideDrawer License
  • Or prepay yearly and save 16%
  • per Professional Account

Benefits:

  • Volume discounts to sponsor your staff's and clients' Premium SideDrawers

  • Professional Notes linked to your clients' SideDrawers and/or records

  • Proactive messaging to inform you of your clients' SideDrawer activity via Push Notifications, Text Messages or Emails (when permission granted)

Value Add:

  • Ability to share files back and forth with clients securely, encrypted, avoiding exposure of sensitive documentation

  • Proactively know when your clients are using SideDrawer (when permission granted)

  • Proactively know when clients' files are being worked on by other Professionals or Collaborators (when permission granted)

POWERPRO

Most popular
Perfect for medium-sized firms
Available for Professionals with a Premium SideDrawer License
  • Or prepay yearly and save 16%
  • per Professional Account

Benefits:

  • Volume discounts to sponsor your staff's and clients' Premium SideDrawers

  • Professional Notes linked to your clients' SideDrawers and/or records

  • Proactive messaging to inform you of your clients' SideDrawer activity via Push Notifications, Text Messages or Emails (when permission granted)

  • Proactive reminders with due dates, expiry dates, renewal dates and any other important dates of your clients' SideDrawers and Records via Push Notification, Text Messages or Emails (when permission granted)

  • Network access to connect you with all your clients' SideDrawer contacts (when permission granted)

Value Add:

  • Ability to share files back and forth with clients securely, encrypted, avoiding exposure of sensitive documentation

  • Proactively know when your clients are using SideDrawer (when permission granted)

  • Proactively know when clients' files are being worked on by other Professionals or Collaborators (when permission granted)

  • Utilize SideDrawer as a tool for business referrals

  • Retain business by developing relationships with extended members of your clients' families

ENTERPRISE

Ideal for medium to large firms with multiple Professionals Available for Professionals with a Premium SideDrawer License

Benefits:

  • Volume discounts to sponsor your staff's and clients' Premium SideDrawers

  • Professional Notes linked to your clients' SideDrawers and/or records

  • Proactive messaging to inform you of your clients' SideDrawer activity via Push Notifications, Text Messages or Emails (when permission granted)

  • Proactive reminders with due dates, expiry dates, renewal dates and any other important dates of your clients' SideDrawers and Records via Push Notification, Text Messages or Emails (when permission granted)

  • Network access to connect you with all your clients' SideDrawer contacts (when permission granted)

  • Single Sign-On enabled (OIDC, SAML, WS-Federation)

  • Comprehensive Developer API available for full integration of services

  • Co-Branding opportunities

Value Add:

  • Ability to share files back and forth with clients securely, encrypted, avoiding exposure of sensitive documentation

  • Proactively know when your clients are using SideDrawer (when permission granted)

  • Proactively know when clients' files are being worked on by other Professionals or Collaborators (when permission granted)

  • Utilize SideDrawer as a tool for business referrals

  • Retain business by developing relationships with extended members of your clients' families

  • Incorporate SideDrawer into back-office functionality of your own systems

  • Streamline the collaboration of your staff with your clients

  • Provide value to your clients leveraging the SideDrawer technology ecosystem to your Brand's advantage

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