IT Services & Consulting
Single source of truth for your IT policies & procedures
Build a client-secure knowledge base that empowers your IT teams to manage client projects, standardize service delivery, and share critical technical information securely.
Trusted by IT service companies globally
Your central hub for every client engagement
Client onboarding portals
Create a secure, private knowledge base for each client. Share project timelines, deliverables, and essential documentation to create a professional onboarding experience.
- Accelerate client onboarding
- Set clear project expectations
Project management documentation
Centralize all project-related documentation, from statements of work to progress reports, in a single, accessible hub for all stakeholders.
- Enhance project collaboration
- Keep projects on track
Technical & API documentation
Manage all technical documentation, runbooks, and API guides in one place. Ensure your consultants and client developers have instant access to accurate technical information.
- Reduce resolution times
- Ensure technical consistency
Internal SOPs & playbooks
Standardize your service delivery by creating a single source of truth for all internal methodologies, best practices, and standard operating procedures.
- Improve service quality
- Accelerate consultant training
Service Level Agreements (SLAs)
Document and share SLAs with clients in a secure, easy-to-access portal. Use version control to track all changes and ensure both parties are aligned.
- Ensure SLA adherence
- Maintain a clear audit trail
Comprehensive documentation for IT companies
Private Documentation per Client
Create completely separate, secure knowledge bases for each client from a single portal. This ensures that sensitive client information is never exposed and each client receives a dedicated, private experience.
Granular Access Control & SSO
Define exactly who can create, view, and edit specific documentation. Use enterprise SSO to give clients and internal teams secure, frictionless access to the information they are authorized to see.
AI-Powered Search
Empower your consultants and clients with an intelligent search that scans runbooks, project documents, and SOPs to deliver precise technical answers in seconds.
Robust Version Control
Maintain a complete history of every change made to project documents, SOPs, and technical guides. Ensure that all stakeholders are always working from the latest approved version.
Built to help key
roles in a IT & Consulting firm
- Access accurate technical documentation and best practices instantly
- Reduce time spent searching for information during client engagements
- Deliver consistent, high-quality service to every client
- Maintain a single source of truth for all project documentation
- Streamline communication between clients and internal teams
- Ensure projects stay on schedule and within scope
- Resolve technical issues faster with quick access to runbooks and guides
- Provide clients with consistent, pre-approved answers
- Contribute to the knowledge base to deflect future tickets
- Use templates to ensure all client-facing and internal documentation is consistent
- Manage updates to technical guides with precise version control
- Collaborate with consultants to ensure all information is accurate
- Provide clients with a professional, self-service portal for all their project needs
- Improve client satisfaction and retention with a transparent and accessible experience
- Demonstrate value and professionalism at every stage of the client lifecycle
Our customers say it best
Top choice on G2, Capterra, and beyond…
Drive flawless project delivery with collaborative documentation
Book a demo❓Frequently Asked Questions
How do IT service teams use Document360?
IT service teams use Document360 for internal runbooks, IT support portals, client-facing knowledge bases, and onboarding documentation. Role-based permissions and private access settings allow content to be appropriately scoped for internal staff or external clients.
How does Document360 integrate with IT helpdesk tools?
Document360 integrates with Zendesk and Freshdesk. Agents can search for and insert knowledge base articles within tickets. The Freshdesk extension also supports generating AI-based responses from knowledge base content.
How does Document360 support technical runbooks and procedures?
Document360 supports Markdown editing, code blocks with syntax highlighting, full revision history, and workflow-based review with due dates. Review reminders prompt contributors to validate technical content at defined intervals.
Can IT firms maintain separate knowledge bases per client in Document360?
Yes. Document360 supports multiple projects within a single account. Each project can be independently configured with its own branding, access settings, and content, allowing IT firms to maintain client-specific knowledge bases from one portal.