WeDoist: Make Your Clients Happy; Collaborate With Them

Today I want to write about a wonderful and economical on-line collaboration suite that I have been using for about 3 months now.

In the Private Investigation Business, keeping your client updates is very important. This can sometimes be problematic when your time is limited, and even more problematic when you and your client's time is limited. So, it is important to find a way to get your client current updates, and maintain a good, solid like of communication with your client. Email is one solution, but Email is limited. While you can put down what you want in email, and you can even upload a file in email, you can't chat in real time, and file upload size is a bit limited in most email programs.

Enter WeDoist! WeDoist is a wonderful, and economical way to keep your clients updates fast, and keep a line of communication open with them. WeDoist is also affordable, at $24.00 per month for unlimited projects, unlimited people, and 5 GB of space per project!

WeDoist is stripped down to only what you need to keep your clients updated, making is simple, user-friendly, and straightforward. One can upload a PDF Report, leave an update on the site, and created a "next task list" for the client to see in less than 5 minutes. Once can also chat lie with the client in a secure environment.

Below are some pictures of the four tabs that WeDoist has to Collaborate with clients:

WeDoist Update Tab

 

 

WeDoist Tasks Tab

 

 

WeDoist File Upload Tab

 

 

WeDoist People Tab

Below in the bottom right hand corner you will also notice a pop up chat box that you can bring up to securely communicate with whoever you have assigned to the project, if they are in the project. Below is a screenshot of the secure chat section:

I include a set of instruction in all of my projects for clients that are new to WeDoist to read. Below is the set of instructions that I include for my clients:

Everyone,

WeDoist is pretty simple, it is stripped down to four (4) straightforward tools for collaboration.

(1) Status Update: You can leave message on the Status Updates bar, like I am doing here. This acts as a bulletin board system for you to leave message at that I can pick up at anytime. Updates, case instructions, brief reports, etc., etc.

(2) Chat: There is a secure chat area here, as you can see. The site is supposed to be secure from top to bottom with SSL (Secure Socket Layer) Protection. It is also hosted on Amazon's Servers, which uses very high security standards. You can read about Amazon's Security here if you want, but it might be kind of boring: https://aws.amazon.com/security/ So far I trust their security.

(3) Tasks: Here you can assign tasks to me, or I can assign tasks to myself or my team. You can see the task, comments on the tasks, due dates, and you can correspond on those tasks by leaving messages linked to the task in the comment section of the tasks.

(4) Files: We get five (5) Gigabytes of upload for files and such. That is okay for starters, but as this collaboration site goes forward, if the people working on them work together on projects for six (6) months to a year, more space is needed. I am working with the WeDoist Team to get more space for file uploads.

WeDoist is designed perfectly for collaboration for Attorneys, Doctors, and Business Professionals. It is user-friendly, stripped down to just what is needed, and secure.

WeDoist will be merging in with ToDoist a personal Task Manager developed by the same company: https://todoist.com/ in the future. WeDoist is also working on Mobile Applications for Android and iOS Smart Phones and tablets, we should be seeing these rolling out in the near future.

WeDoist is also very economical, all of this that I have mentioned with unlimited users, unlimited projects, and a very innovative approach to development for $24.00 a month.

Enjoy!

Rick.

Feel free to copy these instructions if you would like, if you decide to set up WeDoist and use it for business collaboration.

 

SUMMARY

 



In the Private Investigation Business it is important to update your clients regularly. Sometimes it will be necessary to be able to document those client updates. WeDoist is perfect for being able to update you clients and document those updates. I have many cases (Projects) on WeDoist and it has not slowed down at all. WeDoist is reliable and economical. WeDoist is the perfect solution for any business that has a need to collaborate with clients; and especially useful for any Private Investigator that cares about getting timely updates out to their clients and keeping a secure line of communication open to and from their clients.