Clarke & Son

Industry: Legal | Region: UK

Use case: First-time data room use · Deal setup · Client support

Clarke and son logo

The Challenge

Clarke & Son needed a secure data room they could use confidently, starting with no prior experience. Their team required something intuitive for first-time users and reliable enough to manage deal-critical data.

The Experience

The first time, they logged in as end users. The second time, they ran the room themselves. Both times, Projectfusion delivered.

“I had never used a data room before but found the software so easy to use. It was intuitive and let me get on with what I needed. The second time, I was setting up the room myself. The support team were amazing, friendly, fast, and always found a solution, even when the issue was on our end.”

Outcome

  • Easy onboarding for first-time users
  • Smooth room setup by internal staff
  • Quick support with zero friction

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