Professional Services template
Due diligence client room
Requests, documents, findings and open items, as one link the people you send it to can explore, ask questions in and act on.
What's inside
Built on WZRD's Dataroom. WZRD AI shapes the tabs and blocks for a due diligence client room from your material.
Overview
Hero, Company snapshot and Pitch deckFinancials
Revenue, Key metrics and Financial modelCap table
Cap table and Round termsLegal
Legal documents and Diligence checklistTeam
TeamQ&A
Q&A and Investor FAQIts AI agent
Answers visitors' questions from your material, by voice or text, and points them to the next step.
Who it's for
- Made by Law Firm, Accounting Firm, Architect and Advisory Firm
- For prospective client, active client, client executives and project stakeholders
- In Legal, Accounting, Architecture and Advisory
When to use it
- Before engagement: a Law Firm sends it to the prospective client
- At intake: a Accounting Firm sends it to the active client
- During active work: a Architect sends it to the client executives
- Before key decision: a Advisory Firm sends it to the project stakeholders
- At closeout: a Law Firm sends it to the prospective client
What WZRD needs
- Service brief + credentials
- Assessment + recommendations
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a due diligence client room for Legal before engagement, using my service brief + credentials.
Questions
What is a due diligence client room in WZRD?
Requests, documents, findings and open items, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Dataroom.
What do I need to make one?
Usually service brief + credentials and assessment + recommendations. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Law Firm, Accounting Firm, Architect and Advisory Firm, for prospective client, active client, client executives and project stakeholders.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a due diligence client room for Legal before engagement, using my service brief + credentials." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.