Is your platform’s email module doing the job?
An email filing audit checklist for AEC firms weighing up their options before renewal.
Most firms don’t question the email module in their platform until a dispute forces the issue. By then, it’s too late to find out filing was inconsistent.
This checklist asks the honest questions before your next renewal, so you can decide whether a bundled platform is solving your email problem or a specialist tool would.
What you’ll find inside
How much of your platform usage is email and how much is everything else
Whether filing is consistent across the firm or depends on individual discipline
How confident you are of finding any project email in seconds, not days
What your renewal costs against the problems it actually solves