Practice structure
Practice leaders
- Shared workflow across client files
- Organisation-level document themes
- Portfolio view of work and deadlines
- Client ownership and access allocation
For advisory firms
A consistent operating model for transfer pricing engagements.
Folentra helps specialist teams coordinate the working record behind multiple client files without removing the professional judgement each engagement requires.
One practice, different responsibilities
Give each role the context it needs.
The same client record can support practice oversight, detailed review and day-to-day preparation without creating separate versions of the file.
Review context
Managers and reviewers
- Readiness findings before compilation
- Work-item and deadline status
- Supported recorded changes with actor and timestamp
- Connected facts and economic analysis
Guided execution
Consultants
- Structured path through the client file
- Reusable factual inputs across sections
- Drafting and rewriting assistance
- Editable Word working drafts
Client-level access
Roles that match the work.
Protected client endpoints apply minimum Viewer, Editor or Owner requirements, alongside separate administrator permissions.
- Viewer
- Read access to protected client resources.
- Editor
- Read and edit protected client resources; work-item allocation is tracked separately.
- Owner
- Editor access plus management of client-level access and Owner-protected client actions.
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A good fit
Structured, multi-client advisory work.
Folentra is a strong fit when a team wants a connected workflow for facts, analysis, review and editable documentation.
Not represented as
An autonomous compliance engine.
Folentra does not claim automatic benchmark data, universal jurisdiction coverage, or final output without professional review.
A closer look at Folentra
Bring your engagement workflow into one working record.
Book a focused walkthrough using illustrative client data, from transaction mapping to editable Word output.