Home
Solutions
Sector
Consulting firms

Strategic advice and absolute confidentiality: protect your customer deliverables

The sovereign collaborative suite for consulting firms, lawyers and agencies: share securely with your customers without compromising the confidentiality of your sensitive files.

4.7/5 on CapTERRA

In progress Q1 2026

ISO 27001:2022

ISO 27001:2022

In progress Q1 2026

Your business challenges

Confidentiality, customer collaboration and multi-site management

Guarantee the professional secrecy and confidentiality of your customers

Sensitive legal files, strategic deliverables, confidential audits: hermetically partition each client mission into dedicated spaces with granular access management. Protect your strategic analyses and recommendations from leaks, even accidental ones.

Co-build all of your deliverables with your customers in complete transparency

Audit reports, strategic recommendations, legal notes: invite your customers to monitor progress in real time, comment on your documents and validate your deliverables directly in the platform. Strengthen customer relationships through smooth and transparent collaboration.

Manage your multi-site missions as well as all your mobile teams

Field consultants at clients, associates on the go, international offices: synchronize the work of your geographically dispersed teams. Access customer files and collaborate in real time, whether you are at the head office, at the customer's home or working from home.

Capitalize on your expertise and accelerate your mission start-ups

Proven methodologies, deliverable templates, sector analyses: centralize your intellectual capital in a structured knowledge base. Your consultants start each new mission with the excellence of your best practices.

Espaces de travail feature icon
Workspaces

Hermetically isolate each customer file

Create workspaces dedicated per client, per mission or per file with tight partitioning between projects. Manage access rights with surgical precision: define who can view, edit, comment, or download each document. Activate end-to-end encryption for your highly sensitive files (litigation, M&A, restructuring).

Interface principale des espaces de travail sur l'application Wimi
Drive feature icon
Wimi Drive

Centralize all your customer files and templates

Bring together all of your customer documents, methodologies and templates in a structured and secure EDM. Unlimited automatic versioning to track each change, instant search through all your content, and multi-site synchronization so that your international offices work on the same versions in real time.

Interface principale de Wimi Drive sur l'application Wimi
Chat feature icon
Cat

Streamline exchanges with customers and teams

Centralize all your professional communications (internal teams, customers, partners) in a contextual chat linked to each mission. Comment directly on documents to gather customer feedback or associated validation. Complete history of exchanges preserved and searchable, with encryption available for highly sensitive discussions.

Interface principale du Chat sur l'application Wimi
Tâches & Gantt feature icon
Tasks & Gantt

Manage your missions and respect your deadlines

Plan and follow all the stages of your customer missions with a system of task management built in. Assign deliverables and milestones to your consultants, define critical deadlines, and visualize the overall progress of each mission. Your customers follow the progress in real time and are reassured that deadlines will be respected.

Gestion des tâches format Kanban
Mobile applications

Work from your customers or on the go

Access all your customer files from a smartphone or tablet with The Wimi mobile application. Field consultants, associates traveling or working from home: consult documents, participate in discussions, validate deliverables and add meeting notes instantly. Automatic synchronization with desktop version for total continuity.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore and dolore magna aliqua. Ut enim ad minimim veniam, qui nostrud exercising ullamco laboris nisi ut aliquip ex ea commodo consequat. Duvet high grain color wine Reprehenderit In voluptate velit esse illum dolore eu fugiat nulla pariatur.

First name Last name
Job
Enterprise

"Wimi est un outil sécurisé et sécurisant qui répond clairement aux besoins d’une profession réglementée par le secret professionnel. Travailler sur nos dossiers depuis la plateforme est devenu une évidence pour nous. Nous sommes bluffés par la facilité avec laquelle nos clients et partenaires adoptent la solution."

Alexis Moisand
Avocat associé fondateur
Constellation Avocats

"Wimi est un logiciel très intuitif. Le travail collaboratif est facilité par l’utilisation de Wimi Drive qui nous permet de toujours travailler sur la dernière version d’un document avec les collaborateurs et les clients."

Frederique Rigopoulo
Chargée de formation
CRCC Versailles

"WIMI a aidé notre société de conseil à atteindre ses principaux objectifs de partage des connaissances, de centralisation des fichiers et d’interactions innovantes avec les clients. Tout cela avec une interface agréable et une ergonomie parfaite."

Tony Perreira
Consultant Transformation Digitale
VML Consulting

"Wimi est un outil efficace et apprécié par l’interne et nos clients. Nous sommes impatients de découvrir les futures nouveautés que nous réserve Wimi."

Aurélien Chaval
Directeur d’Activité
Noveane

Your data stays in France. Point.

Sovereign hosting, native regulatory compliance and reinforced encryption: Wimi meets the requirements of professional secrecy and business secrecy for consulting and law firms.

Sovereignty and extraterritorial immunity guaranteed. Your customer files, strategic analyses and confidential deliverables are hosted exclusively in France in our own datacenters. No American cloud, no foreign subsidiaries: total immunity to the Cloud Act and Patriot Act to protect the professional secrecy of your customers.

Sovereignty guaranteed GDPR and ISO 27001:2022. compliance Wimi is ISO 27001 certified and natively respects the European GDPR. Granular management of access rights, exhaustive logging of all actions, and complete traceability to meet customer audits or the requirements of professional bars and associations.

SecNumCloud qualification in progress (Q1 2026). Wimi will soon obtain the SecNumCloud qualification from ANSSI, the highest level of security for a cloud service in France. More than 360 validated control points: integrated antivirus, digital watermarking of sensitive documents, multi-factor authentication.

FAQS

Your questions about Wimi for consulting firms

How to guarantee total isolation between customer files in order to respect professional secrecy?

Wimi allows you to create hermetically partitioned workspaces for each client, mission or file. Total insulation guaranteed:

  • Granular access rights: precisely define who can view, edit, comment, or download each document
  • Absolute technical compartmentalization: a user invited to the Customer A file will never see the existence of the Customer B file
  • End-to-end encryption available for your highly sensitive files (litigation, M&A, restructuring)
  • Extensive logging: trace all accesses and changes to prove compliance with professional secrecy during audits

Learn more about workspaces

How can I collaborate with my clients without compromising the confidentiality of my other files?

Wimi solves this tension thanks to secure external invitations: invite your customers into their dedicated space with a strictly limited perimeter of access. What your customer can do:

  • ✅ Access only mission documents
  • ✅ Comment directly on your deliverables and reports
  • ✅ Follow the progress in real time
  • ✅ Participate in contextual discussions

What your customer will never see:

  • ❌ Your other customer files
  • ❌ Your internal documents
  • ❌ The existence of other workspaces

Full control:

  • Set specific permissions (read only, download allowed or not)
  • Limit access time (e.g. automatic end of mission)
  • Revoke access instantly if needed

This approach reinforces transparency and customer relationships without ever compromising your confidentiality.

How do I synchronize the work between my international offices and my field consultants?

Real-time multi-site synchronization: WIMI instantly synchronizes all your workspaces between your different offices:

  • Paris, London, Singapore, New York... are working on the same documents in real time
  • Field consultants access all their files from smartphone/tablet
  • Automatic synchronization: all mobile changes reflected instantly on desktop

From the field or on the go, your consultants can:

  • Consult and modify customer documents
  • Participate in discussions and validate deliverables
  • Add meeting notes at the customer's premises
  • Access the complete centralized history

Result: No more data fragmentation between geographic sites. Your teams have a complete history that can be accessed at all your authorized offices.

Learn more about Wimi mobile apps

How can I capitalize on my firm's expertise and accelerate the start of new missions?

Create a centralized library of your intellectual capital in Wimi Drive.What you can centralize:

  • Deliverable templates: audit reports, strategic notes, customer presentations
  • Proven methodologies: analysis frameworks, audit protocols, evaluation grids
  • Sector studies: benchmarks, market analyses, reusable case studies
  • Best practices: quality standards, checklists, validated processes

Immediate benefits:

  • Instant search: find old similar missions in seconds thanks to the full-text search
  • Accelerated onboarding: your juniors have immediate access to the firm's best practices
  • Quality standardization: all consultants rely on the same level of excellence
  • Zero reinvention: each consultant starts with the collective expertise of the firm

Your expertise becomes a structured and reusable asset rather than dispersed knowledge.

Discover Drive

Are my customer records really protected from the Cloud Act and US extraterritorial laws?

Yes, completely immunized.Wimi hosts 100% of your data in France in our own datacenters, without any recourse to American clouds (neither AWS, nor Azure, nor Google Cloud) .What this means in concrete terms:

  • Your customer files are inaccessible to foreign authorities
  • No extraterritorial laws apply (Cloud Act, Patriot Act)
  • Full legal immunity: even upon legal request, we cannot transmit your data to the USA

La Difference with Microsoft 365 or Salesforce:

Unlike American solutions, Wimi is not subject to any extraterritorial legislation. US authorities can legally require access to data hosted on Microsoft or Salesforce, even for their French customers. With Wimi, it's impossible. Why it's critical for you:

  • Lawyers: guarantee professional secrecy even in international disputes
  • Strategic consultants: protect business secrecy on highly sensitive missions (M&A, restructuring)
  • Key account firms: meet the sovereignty requirements of your clients (ministries, OIV, strategic companies)

Learn more about our sovereignty

Does Wimi meet the safety requirements of bar associations, professional associations and large group clients?

Yes. Wimi combines the most demanding certifications and qualifications/Current certifications:

  • ISO 27001: information security management
  • GDPR compliance: personal data protection guaranteed

Upcoming qualification:

  • SecNumCloud ANSSI (Q1 2026): the highest level of cloud security certification in France, with more than 360 validated control points. This qualification is recognized by major accounts, ministries and demanding public bodies.

Safety features included:

  • Full forensic traceability: exhaustive logging of all accesses and modifications to respond to audits
  • Multi-factor authentication (MFA): secure access to user accounts
  • Integrated antivirus: automatic analysis of all downloaded documents
  • Digital watermarking: traceability of the origin and distribution of highly sensitive documents

Validated use cases:

Wimi is used by bars, professional associations, major CAC 40 groups, ministries and international strategic consulting firms. These guarantees allow you to meet the audits of your customers and the requirements of professional bodies in terms of data protection.

See our clients consulting firms

Protect your customer records and collaborate without compromise

Seal each mission tightly, collaborate in real time with your multi-site teams, and guarantee professional secrecy thanks to our sovereign hosting in France.