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How to use TakeTurns (Use cases)

TakeTurns supports numerous collaboration use cases.

External collaboration

File Sharing with Advanced Collaboration

TakeTurns brings file sharing to the next level. Share any documents & files and collaborate with revisions, requests, chat and more.

Document Collaboration with External Users

TakeTurns makes collaboration on documents with external users structured and transparent. Share, request, review and revise docs with anyone.

Document Collection

TakeTurns brings document collection to the next level. Request any documents & files and collaborate with revisions, chat and more.

Collaborations for your role

Contract Negotiations

TakeTurns helps you share, review, redline and negotiate contracts with your clients and opposing counsels without changing your workflow

Know Your Customer (KYC)

TakeTurns helps you share and request onboarding documents to support your KYC process with your clients.

Sales proposals

TakeTurns helps you share, request and review Request for Proposal (RFP) documents with your vendors.

Vendor onboarding

TakeTurns helps you share and request documents to support your onboarding process with your vendors.

RFx (purchasing process)

TakeTurns helps you share, request and review RFx documents (including RFI, RFP)with your vendors.

Mortgage document requests

TakeTurns helps you share and request documents to support mortgage applications with your clients.

Account Receivable processing

TakeTurns is a new way to collaborate with your customers on their monthly reconciliations and address the shortcomings of email

Accounts Payable processing

TakeTurns is a new way to collaborate with your vendors on accounts payable activities, including invoice processing and monthly reconciliations.

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