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Briefcase Review

Briefcase
Our score: 8.0 User satisfaction: 93%

What is Briefcase?

Briefcase is a smart SaaS tool that enables organizations and their owners, investors, managers, finance partners, and other stakeholders to ensure compliance in a smart manner. It automates, advises, and assists businesses in ensuring that they are properly governed in compliance with internationally accepted corporate governance standards.

It allows you to get permissions, notify and update stakeholders from a centralized location, and see an audit trail of mission-critical communication. It also gives a dynamic shareholder overview and automatically refreshes the register depending on activity. You have complete control over all things equity with an integrated cap table, shareholder registration, and overview.

Briefcase automatically centralizes all business-critical papers and information, providing you with peace of mind. You may also use the app to sign processes, actions, and documents. It even has a legal staff to assist startups and scaleups with the needs of company development.

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Overview of Briefcase Benefits

Secure Stakeholder Communication

Briefcase developers recognize that managing stakeholder communication takes much more than simply sending emails. As a result, the software simplifies the process by automatically providing an audit trail and documentation for procedures as if they were done by the book. You may generate reports, revisions, approvals, and confirmations, as well as show documentation for your activities.

Centralized Management

Briefcase provides for secure board communication by keeping an audit record of all contacts, approvals, and confirmations. It also protects and records key conversations and helps secure employee communication by centralizing all discussions, agreements, and approvals and recording the whole process through an audit trail. You may also better inform your stakeholders by showing required reporting or governance documentation.

Cap Table Automation

Calculating Cap Tables typically requires sophisticated mathematics. Briefcase simplifies the process of adding shareholders and automates difficult computations. Moreover, all Cap Table modifications take into consideration the finalization steps, such as an extraordinary general assembly. Your share registry, ownership summary, and cap table will update immediately.

Legal Services

Apart from the benefits of using the software, Briefcase also provides a team of legal experts to help startups and scaleups handle the requirements for business growth. Partnered with Highbridge Law, Briefcase offers professional legal services particularly in ensuring your business doesn’t get caught up with compliance issues.

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Overview of Briefcase Features

  • All-in-one Compliance
  • Secure Stakeholder Communication
  • Cap Table Automation
  • Centralized Business Activities Management
  • Digital Signature
  • Legal Services
  • Data Integrity
  • Encryption and Privacy

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

Briefcase Position In Our Categories

Knowing that businesses have distinct business demands, it is logical that they abstain from selecting a one-size-fits-all, ideal software solution. Just the same, it would be difficult to try to discover such application even among well-known software systems. The better thing to undertake is to jot down the various important factors that entail research such as major features, price terms, skill aptitude of the users, organizational size, etc. After which, you must double down on the research systematically. Read some of these Briefcase analyses and scrutinize each of the software systems in your shortlist more closely. Such well-rounded product research ensure you avoid unsuitable applications and pay for the one which meets all the tools your company requires.

Position of Briefcase in our main categories:

TOP 50

Briefcase is one of the top 50 Compliance Management Software products

If you are considering Briefcase it could also be sensible to investigate other subcategories of Compliance Management Software gathered in our database of B2B software reviews.

There are well-liked and widely used applications in each software category. But are they essentially the best fit for your company’s specific requirements? A trendy software solution may have thousands of users, but does it provide what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Briefcase Compliance Management Software reviews and think about the factors that you wish to have in the software such as the price, main features, available integrations etc. Then, select a few solutions that fit your requirements. Try out the free trials of these apps, read online reviews, get information from the vendor, and do your investigation thoroughly. This exhaustive groundwork is certain to help you find the finest software solution for your organization’s unique needs.

How Much Does Briefcase Cost?

Briefcase Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Briefcase pricing details?

Briefcase Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Briefcase SMB and enterprise pricing details are available only upon request. Contact the vendor for more information.

A 30-day free trial is available.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We know that when you make a decision to purchase a Compliance Management Software it’s important not only to find out how experts evaluate it in their reviews, but also to find out if the real people and companies that bought these solutions are genuinely content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Briefcase reviews across a vast range of social media sites. The information is then presented in an easy to digest format indicating how many customers had positive and negative experience with Briefcase. With that information at hand you will be equipped to make an informed buying choice that you won’t regret.

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Briefcase?

No information available.

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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