Unclear requests. Missed handoffs. Misaligned expectations. This gap is costing firms time, trust, and margin.
What is the Client Readiness Gap?
It’s the struggle firms experience getting the right information from their clients, on time and in the format needed to complete engagements efficiently.
It’s the leading cause of off-track engagements with over 30% failing to be delivered on time and on budget due to firm and client misalignment.
What causes the gap?
The Client Readiness Gap doesn’t start with one big failure. It builds up from dozens of small disconnects—unclear requests, disorganized tracking, and inconsistent validation.
It’s not just causing delays. It’s increasing back-and-forth, driving up engagement costs, and reducing productivity across the board.
Suralink is the only platform built to close the Client Readiness Gap by improving firm and client collaboration throughout every engagement. Here’s how both parts of our platform work together to close the gap:
Request List Management
Centralizes and tracks all PBC requests in one place
Leverage AI Ask Anything to validate fulfilled requests and extract critical information without manual review
Real-time status updates reduce follow-ups and confusion while improving engagement request tracking
Streamlines secure client communication
Replaces email + Excel with a secure, structured workflow
Workpaper Suite
Manage client requests directly from your Excel workpapers
Automate workpaper prep, improve accuracy, and reduce manual data entry
Improve data security by eliminating the need to download client-provided files
Enables faster review and standardization across teams
Connecting the entire workpaper lifecycle from client requests to final reviews
Together, these solutions drive
40%+ time savings for firms and clients
Ready to close the gap?
Take the first step toward faster, smoother, more efficient engagements.
