FOR ADVISORY, RISK AND AUDIT FIRMS
Manage every client engagement with the full picture
Client information, decisions and requirements shouldn't be scattered across emails, documents and conversations.Lumiare gives each client a separate workspace where your team can bring information together, check requirements, involve client stakeholders and create deliverables from reviewed information.
THE PROBLEM
Every new client shouldn't mean starting from scratch
Every engagement brings different stakeholders, documents, requirements and ways of working. Your team spends time collecting information, chasing answers, checking documents and making sure everyone agrees on what's been decided.
And when you're managing several clients at once,
keeping everything organised becomes even harder.
HOW LUMIARE HELPS
One consistent way to work across all your client engagements
01
Keep every client separate
Give each client their own workspace, with its own projects, documents, requirements and stakeholders. Keep information separate while managing all your engagements in one place.
02
Bring clients into the process
Invite client stakeholders to contribute information, answer questions and review findings. Keep discussions, decisions and approvals connected to the work itself.
03
Turn reviewed information into deliverables
Use your templates and working methods across engagements. Identify missing information and conflicting statements, then create reports and documents based on what has been reviewed and agreed.
HOW IT WORKS
From a new client engagement to a finished deliverable
01
Create a client space
Set up a separate company space for each client and start a project from your template.
02
Bring the information together
Upload documents, meeting notes and recordings. Invite the people who know the information and are responsible for it.
03
Review and resolve
See what's missing, identify conflicting information and involve the right people to resolve it.
04
Create and deliver
Prepare project documents and reports using information your team and client stakeholders have reviewed.
PRICING
Simple pricing as your consultancy grows
Lumiare Cloud
USD 15
/ seat / month
Separate client company spaces
Projects and reusable templates
Knowledge Hub with regulatory starter set
Policy and contradiction checks
Document creation and collaboration
Sheets, Boards and tasks
Comments and live co-editing
AI usage is billed separately, based on consumption
Hosted on Google Cloud in the EU.
START YOUR TRIAL
Try Lumiare with a real client engagement
You don't need to change your entire consulting process to get started. Choose one engagement and see how Lumiare works with the information you already have.
01
Create your account
Set up your Lumiare organisation.
02
Add a client
Create a separate client space and start a project using a template.
03
Upload available documents and recordings, then
invite the people responsible for the information.
04
See what needs attention
Open Core Information and switch on fill status to see
what's complete and what still needs discussion.
After 30 days
Your projects remain available. Continue using Lumiare
or delete everything with one action.
