DossierIQ Mandate
The complete client project record.
DossierIQ Mandate is a project execution and project memory platform for external/client-facing projects. It is designed to help project teams maintain a connected record of deliverables, actions, comments, changes, transmittals, and the project story.
Core capabilities
Deliverable tracking
Track project deliverables in a structured way, with status, context, and related project history.
Comments and actions
Connect project commentary and action items to the deliverables and project objects they relate to.
Project story
Maintain the narrative of the project as work develops, decisions are made, and scope evolves.
AI-assisted context
Use AI to help summarize, connect, and understand project information.
Future Phase 2 capabilities
Planned Phase 2 functionality may include:
- Drawing book codes / activity codes
- Timesheets
- Invoices
- Rate sheets
- Deeper project controls support
Why it matters
Projects rarely fail because one person forgot to update a spreadsheet. They struggle because the project record becomes fragmented.
DossierIQ Mandate is built around the idea that project information should stay connected.
Best fit
DossierIQ Mandate is best suited for firms that:
- Manage external client projects
- Track many deliverables
- Need clear action accountability
- Care about project history
- Want practical AI support without hype
- Need better executive and client reporting
Interested in discussing whether DossierIQ Mandate fits your project delivery workflow?