Turn your firm's methodology into every client workspace.
Stop losing margin to bespoke workspaces — nBold turns your best engagement playbook into the Teams template every matter team uses by default.
How nBold works for professional services firms.
nBold is a collaboration management platform for Microsoft 365 that turns your firm’s best engagement playbook into the workspace every matter and engagement team uses by default.
The moment a matter, audit, or engagement opens, nBold provisions the full workspace — the deliverables library structure, engagement templates, a required-artefacts checklist, Planner tasks, and billing linkage — with your naming conventions, sensitivity labels, and approval rules already applied. Best practice becomes default practice, so you stop losing margin to bespoke setups. Because every engagement is built the same way, context carries forward: the delivery workspace inherits the proposal room, the renewal inherits the delivery record, and new laterals inherit the firm’s methodology on day one — no rebuilding from scratch. That consistent structure is also what makes AI assistance practical: summaries, status updates, and handoff briefs work because every workspace has known files, tasks, and owners. nBold is ISO 27001 and SOC 2 Type II certified and runs natively on Microsoft 365.
The motion.
Client engagement workspaces, audit and advisory rooms, matter collaboration, RFP response rooms, delivery project rooms, and renewal planning spaces — each one a repeatable collaboration pattern. The work is cross-functional, document-heavy, and client-visible. When every workspace starts differently, the firm leaks margin and reputation.
The continuum.
Proposal → delivery → success → renewal. Win themes, scoping decisions, deliverables, and pricing rationale should travel with the work. Today, they drift into email threads, lost chat messages, and undocumented handoffs — and the next team starts from scratch.
ProposalWin themes, scoping, price
DeliveryMatter, engagement, project
SuccessReview, expand, retain
RenewalInherit, close, repeat
What breaks today.
Matter and engagement workspaces set up differently by different associates — no standard structure for client correspondence, deliverables, or required artefacts. Delivery teams rebuilding the same SharePoint tree for every client; task lists living in Excel. Proposal teams losing context between RFP stages — win themes, pricing rationale, and prior deliverables scattered across inboxes and not inherited by the delivery team. Every handoff is a leak.
What nBold changes.
Templates that encode the firm's methodology.
A full workspace with the deliverables library structure, engagement templates, required artefacts checklist, and billing linkage — provisioned the moment a matter or engagement opens. Turn best practice into default practice.
Handoffs that carry the context forward.
The delivery workspace inherits from the proposal room. The renewal inherits from the delivery record. New laterals inherit the firm's methodology on day one — no rebuilding from scratch.
AI that works because the structure is consistent.
Summaries, status updates, and handoff briefs are practical when every workspace has known files, tasks, owners, and handoff points. AI becomes useful because the work is structured.
Every matter and engagement starts with the firm's methodology and stays connected through renewal. Consistent collaboration means less leakage and more margin.
Proof points.
Template fidelity (Planner, SharePoint libraries, OneNote, Forms) · ISO 27001 certified · SOC 2 Type II certified · Microsoft 365 native · Lifecycle and archival · RBAC for delegated administration.
Frequently asked questions
How does nBold encode our firm’s methodology?
You build a template once that captures how an engagement should run — deliverables library, required artefacts, engagement checklists, Planner tasks, governance, and lifecycle — and every new matter or engagement provisions from it. Best practice becomes the default every team starts from.
Does nBold work for both client-facing and internal engagements?
Yes. Any repeatable motion — proposals, matters, audits, advisory rooms, RFP responses, delivery projects, renewal planning — can have its own governed template, so each starts with the right structure, team, and content.
Will client documents stay governed when external collaborators are involved?
Each workspace is provisioned with membership rules, sensitivity labels, and an audit trail applied by default, so client-visible work stays structured and permissioned. The platform security page covers how permissions and certifications work.
How is nBold licensed and priced?
nBold is quoted per rollout. The Platform subscription covers templating, provisioning, governance, and lifecycle; CRM Automation adds Salesforce and HubSpot integration; Enterprise covers volume agreements and security review. Microsoft 365 licenses are required separately. You can start with a free trial or request a quote.