TakePublic

For counsel and auditors

The Practice workspace, professional firms, client referrals, and cross-client review queues.

• Practice workspace

  Your cross-client portfolio at /practice: health, deadlines, review signals, and quick access to each company.

• Professional firms

  Group colleagues under a law or audit firm, share client engagements, and manage firm membership.

• Refer a client

  Invite a new company onto TakePublic from Practice and land as their auditor or counsel when they onboard.

• Counsel and auditor queues

  Cross-client worklists at /counsel and /auditor for filings waiting on your review.