Fyndo Logo
Professional Services

Unlock Institutional Knowledge for Professional Excellence

Empower your consulting, legal, and audit teams with AI-powered search across all client matters, engagements, and institutional knowledge while maintaining strict confidentiality.

Professional Services Management
60%
Faster Proposal Creation
75%
Improved Knowledge Reuse
80%
Reduced Research Time
65%
Accelerated Onboarding

Accelerate Professional Services Excellence

From client engagements to regulatory compliance, Fyndo helps professional services firms deliver exceptional results while maintaining the highest standards of confidentiality.

Legal Documents & Contract Management

Instantly locate proposals, NDAs, contracts, and legal documents across all matter files with intelligent categorization and version control.

Faster document retrieval
Version control
Contract intelligence

Case Studies & Client Intelligence

Search through case studies, client presentations, audit reports, and engagement summaries to leverage past work and insights.

Knowledge reuse
Client insights
Competitive advantage

Compliance & Risk Management

Access compliance documentation, risk assessments, and regulatory requirements with audit trails and secure access controls.

Compliance assurance
Risk mitigation
Audit readiness

Knowledge Sharing & Onboarding

Enable new joiners with fast access to firm methodologies, best practices, and institutional knowledge for accelerated productivity.

Faster onboarding
Knowledge retention
Best practice sharing

Built for Professional Services Excellence

Specialized features designed for the unique requirements of consulting, legal, and audit firms with enterprise-grade security and compliance.

Matter-Based Search

Organize and search content by client matters, practice areas, and engagement types for precise information retrieval.

Privilege Protection

Advanced security controls to protect attorney-client privilege and confidential client information with granular access rights.

Document Intelligence

AI-powered analysis of contracts, legal briefs, and financial documents with automatic metadata extraction and classification.

Client Portal Integration

Seamless integration with client portals and engagement platforms for unified information access across all touchpoints.

Seamless Integration with Professional Tools

Connect with the document management systems, legal research platforms, and client portals your professional services teams use daily.

Outlook
Outlook
Microsoft Teams
Microsoft Teams
SharePoint
SharePoint
Salesforce
Salesforce
HubSpot
HubSpot
Confluence
Confluence