Frequently Asked Questions

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Browse our Frequently Asked Questions to find quick answers to common questions.

FAQs

What is Collective OS and how can it benefit my professional services firm?

Collective OS is a platform designed to help professional services firms manage and scale their operations by connecting them with an expansive network of talent and resources. It enhances efficiency, collaboration, and client service, enabling firms to win and retain more business.

How does Collective OS help in managing client relationships?

Collective OS provides tools for tracking client work, managing case studies, and automating the sales funnel, which helps in maintaining strong client relationships and improving client satisfaction.

Can Collective OS assist in talent sourcing and management?

Yes, Collective OS enables firms to build a flexible talent pool by connecting with other organizations. It helps in finding the right experts for specific client needs through its unified search and AI-enhanced tools.

What makes Collective OS different from other professional services automation platforms?

Collective OS stands out with its network-oriented design, allowing firms to collaborate and share resources with other organizations, thus enhancing scalability and operational capabilities.

How does Collective OS support scalability for growing firms?

By providing access to a vast ecosystem of talent and resources, Collective OS allows firms to manage surges in workload without increasing headcount, facilitating smoother scaling and growth.

What are the key features of Collective OS that enhance business operations?

Key features include talent sourcing and sharing, unified search for resources, AI-enhanced profile creation, document management, invoicing and payment management, and integration with other platforms. Some of these features are currently only available within our Enterprise product.

Can Collective OS help my firm win more client engagements?

Yes, by surfacing the best possible talent for each client challenge and providing robust tools for sales and marketing, Collective OS enhances your firm’s ability to win more client engagements and increase revenue.

How does Collective OS facilitate collaboration between different firms?

Collective OS enables firms to form “Collectives” with other organizations, allowing them to share talent and resources, collaborate on larger projects, and leverage each other’s strengths for mutual growth.

Is Collective OS suitable for firms of all sizes?

Collective OS is designed to be flexible and scalable, making it suitable for small, mid-sized, and large professional services firms looking to enhance their operations and grow their business.

How does Collective OS handle data security and privacy?

Collective OS prioritizes data security and privacy, implementing best practices and complying with relevant regulations to ensure that your firm’s data is protected and confidential.

Can Collective OS integrate with other tools and platforms my firm uses?

Yes, Collective OS is built with integrations in mind, our API will allow you to build custom integrations and pre-built integrations are coming soon.

What kind of support does Collective OS offer to its users?

Collective OS provides comprehensive support, including onboarding assistance, ongoing customer support, and access to a community of users and experts who can help you maximize the platform’s benefits.

How can Collective OS help my firm during economic downturns?

During economic downturns, Collective OS allows firms to access trusted pools of talent without hiring full-time, helping manage workload efficiently and maintain business continuity.

Need More Help?

Navigate to our Contact Us page and you can send us a message or call us directly. You can find a link to the Contact Us page in the navigation or on the footer of the site.

In-App Support

If you are an existing Collective OS user, log into the System and find the Intercom icon on the bottom right of your screen. You can find in-depth help center content or message us directly.

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