Collaborative grant application workspace

Complete grant applications together, outside the funder portal.

Bring application questions, team assignments, documents, comments, reviews and submission readiness into one workspace. When it is ready, copy the final answers into the funder's portal.

Access is by invitation from your application administrator.

How it works

Define what you need

Build a reusable template of questions and document requirements for your engagements.

Invite your client

Send a secure invitation so your client can get started right away.

Collect answers and documents

Clients answer questions and upload files at their own pace.

Review and request corrections

Approve what's complete, or send back a clear reason for a correction.

Close the outstanding gaps

Track what remains and export an organized package when everything is in.

What clients submit

  • Required information and questionnaires
  • Financial and organizational documents
  • Project details, budgets, and timelines
  • Supporting documents and evidence

What you review

  • Approve complete submissions
  • Request corrections with a clear reason
  • See what is still outstanding at a glance
  • Download an organized package when complete

Security and privacy

Client files are stored in private, access-controlled storage. Only approved people can sign in, and each person sees only the applications they've been added to. Answers and supporting documents are never sent to AI — AI is only used to read the structure of a funder's application form you upload.

Ready to prepare your next application together?

Build your first checklist and invite a client in minutes.