The organization platform for today's client-focused enterprises.

Increase engagement, broaden your network and grow your practice while helping 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

Stay in the know

Register to our knowledge base and stay on top of your life planning!