A professional front door for diligence work.
ClientView gives clients a governed workspace to submit requests, provide subject context and supporting materials, track engagement status, and receive approved deliverables without entering the investigator environment.
Product demonstrations shown in this section use synthetic data.
Clear Engagement Context from Day One
Every investigation begins with structured client, requestor, and subject context rather than an ambiguous email attachment chain.
Institutional Client Organization
Private equity, corporate development, or investment practice commissioning enhanced due diligence prior to a strategic transaction.
Due Diligence Director / Practice Lead
Direct engagement lead managing milestone notifications, document exchange, subject scoping, and deliverable review.
- Corporate Entities & Business AffiliationsLegal entities, trade names, parent/subsidiary relationships, and associated businesses.
- Owners, Shareholders & Beneficial OwnersDirect ownership, controlling interests, and beneficial ownership relationships.
- Officers, Directors, Principals & Key PersonnelIndividuals with management, control, governance, or material operational roles.
- Third Parties & Connected OrganizationsVendors, agents, advisers, joint ventures, counterparties, and other relevant organizations.
- Individuals of Interest & Other Relevant PersonsAny additional person whose identity, role, relationship, or background may be material to the review.
Investigative Inputs & Source Material
Clients can provide any material that helps establish identity, scope, relationships, or investigative direction—including corporate records, ownership charts, correspondence, prior diligence, contracts, allegations, source links, or other relevant documentation.
For discovery-led requests where little is known about the subject, even limited identifiers or contextual clues can provide a useful starting point.
- Ownership DeclarationSigned disclosures and documented shareholder percentage declarations
- Group Structure ChartCorporate hierarchy and legal entity relationship mapping
- Scope & Rationale BriefingsEngagement parameters, transaction risk thresholds, and timelines
Work enters shaped for immediate investigation, with explicit entity links and complete document provenance.
How Work Moves Through ClientView
A transparent 5-stage progression keeping clients informed while protecting the internal research process.
Start With Existing Intelligence
ClientView lets requestors check prior and active diligence before submitting new work, helping identify existing subjects and related reviews while keeping internal investigative detail protected.
Know Who Was Reviewed
Subject Profiles present the entities and individuals within scope, including identity, role, jurisdiction, ownership context, and relevant background in a client-readable format.
Traceability Built Into the Deliverable
Report sources and appendices preserve the documented records, subject register, and relationship structure supporting the delivered assessment.
Visibility Across Active Requests
ClientView gives authorized users a clear view of active diligence requests, review status, associated subjects, outstanding actions, and report availability without exposing the investigator workbench.
Decision-Ready Reporting
Delivered reports summarize overall risk, key findings, subject coverage, and principal risk drivers while preserving the structured diligence context behind the conclusion.
Product demonstrations shown in this section use synthetic data.
ClientView Is Not Dragonfly with Fields Hidden
A deliberate architectural boundary separating client collaboration from the internal investigative environment.
Client-Facing Workspace
What the commissioning organization accesses
- Engagement scope, parameters, and timeline
- Submitted corporate subjects and individuals
- Uploaded source materials and declarations
- High-level milestone status (Received → Delivered)
- Final approved report deliverables and executive summaries
- Client-safe risk band ratings (Standard / Elevated)
Investigator Operating Environment
What remains strictly internal to the diligence team
- Raw analytical reasoning & investigator notes
- Finding-level evidence attachment & calibration
- Internal peer review trails and draft stages
- Source registry logistics & analyst contacts
- Unresolved internal comments and working leads
- Entity merge mechanics & cross-case data links
What Changes with ClientView
Measurable advantages for diligence practices and client organizations.
More Structured Intake
Work enters with structured request details, subject context, and supporting materials, reducing missing information and follow-up at kickoff.
Clearer Client Communication
Centralized milestone visibility and communication threads replace recurring status-chasing emails.
Controlled Deliverable Release
Reports undergo structured internal review before publication, ensuring clients receive only finalized, reviewed work product tied to the underlying investigative record.
A Professional Client Experience
A secure, branded portal reinforces institutional confidence and protects confidential intelligence throughout the mandate.
Two Platforms. One Investigative Lifecycle.
ClientView controls how work enters and returns to the client. Dragonfly is where investigators research, corroborate, and assemble the record. Together, they form Diligence Gateway.
See ClientView in the Context of Your Operation.
Schedule a walkthrough to evaluate ClientView alongside Dragonfly for your client engagements or enterprise compliance programs.
No self-service setup. Direct demonstration tailored to your diligence workflows.