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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

Because businesses have particular business requirements, it is only logical that they abstain from purchasing an all-encompassing, ideal software. At any rate, it is hard to try to chance on such application even among sought-after software solutions. The better thing to do can be to take note of the numerous main functions that entail investigation including essential features, budget, technical skill competence of the users, organizational size, etc. Thereafter, you should conduct your product research to a full extent. Browse over some of these Briefcase reviews and look over each of the software options in your list more closely. Such all-encompassing product investigation guarantee you weed out ill-fitting apps and buy the system which offers all the features your business requires.

Position of Briefcase in our main categories:

TOP 50

Briefcase is one of the top 50 Compliance Management Software products

If you are interested in Briefcase it might also be beneficial to examine other subcategories of Compliance Management Software listed in our base of SaaS software reviews.

Organizations have different needs and requirements and no software application can be ideal in such a situation. It is useless to try to find a perfect off-the-shelf software system that fulfills all your business requirements. The intelligent thing to do would be to customize the system for your special wants, employee skill levels, finances, and other elements. For these reasons, do not hasten and invest in well-publicized leading systems. Though these may be widely used, they may not be the ideal fit for your particular wants. Do your research, investigate each short-listed system in detail, read a few Briefcase Compliance Management Software reviews, call the maker for explanations, and finally settle for the product that provides what you require.

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 buy a Compliance Management Software it’s vital not only to find out how professionals score it in their reviews, but also to discover whether the real clients and companies that bought these solutions are indeed happy with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Briefcase reviews across a vast range of social media sites. The data is then presented in an easy to digest format indicating how many clients had positive and negative experience with Briefcase. With that information available you will be ready to make an informed purchasing decision 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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