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    Workspace

    Your whole firm, in one place.

    Activity, overview, collaboration: your teams handle every opportunity, risk and deadline together.

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    Workspace

    Select an item.

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    TeamClaireMarcJulien
    Overview
    Opportunities in progress+0
    Potential fees+0 €
    Saveria spots an opportunity

    Run your firm. Move forward together.

    The workspace brings together everything that needs your teams' attention. Activity to handle the day-to-day, Overview to steer the firm. Everyone sees what concerns them, and the whole firm moves in the same direction.

    ActivityOverview

    Activity

    One inbox for the whole firm: opportunities, risks, reminders and client messages, prioritized for each person.

    01

    Use Saveria AI

    Ask anything about a client or an opportunity. Saveria answers from your accounting and payroll data and client conversations, with sources.

    ActivityClaire’s inbox, engagement manager
    Opportunity

    Dormant cash · SARL Martin · €84,000

    Client context

    84 000 €6 months without placement
    PennylaneGmail
    OwnersClaire
    Saveria AI

    PennylaneGmail
    02

    Collaborate

    Assign, mention, comment. Every item has owners, and partners keep control over sensitive clients.

    ActivityClaire’s inbox, engagement manager
    Opportunity

    Dormant cash · SARL Martin · €84,000

    Client context

    84 000 €6 months without placement
    PennylaneGmail
    OwnersClaireMarc
    Comments
    Claire
    Claire

    Marc
    Marc

    OK, propose 2 options.

    OwnersClaire
    Marc
    03

    Handle your opportunities

    Accept or dismiss in one click. An accepted opportunity launches the right skill and moves from stage to stage: to qualify, proposal, in progress, won.

    ActivityClaire’s inbox, engagement manager
    Opportunity

    Dormant cash · SARL Martin · €84,000

    Client context

    84 000 €6 months without placement
    PennylaneGmail
    OwnersClaireMarc
    Handling
    Accepted

    Commercial stage

    To qualifyCommercial proposalIn progress
    SkillPlacement proposal
    In progress
    ActivityClaire’s inbox, engagement manager
    Opportunity

    Dormant cash · SARL Martin · €84,000

    Client context

    84 000 €6 months without placement
    PennylaneGmail
    OwnersClaire
    Saveria AI

    PennylaneGmail

    Overview

    Steer the firm at a glance: where opportunities stand, who's working on what, and what it brings in.

    Saveria · This month

    Overview

    This month

    Opportunity pipeline

    0
    To qualify
    0
    Commercial proposal
    0
    In progress
    0
    Won
    0
    Dismissed

    Fees

    Potential0 €
    Signed0 €

    Missions in progress

    Cash advisory
    8
    Financing
    6
    Tax advisory
    4

    Team

    Claire
    ClaireEngagement manager
    7 Open items3
    Marc
    MarcPartner
    4 Open items2
    Julien
    JulienClient manager
    6 Open items4

    Steer the portfolio

    Every opportunity and mission, by stage and by family.

    Follow your teams

    Everyone’s workload and progress, without status meetings.

    Measure the impact

    The fees Saveria generates, month after month.

    CRM

    Every client in one file

    Scenarios

    Spot the right moment, at scale

    Your next chapter, with Saveria.

    Let’s see what Saveria can do for your firm.

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