Clarke & Son Case Study
Industry: Legal | Region: UK
Use case: First-time data room use · Deal setup · Client support
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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