AI-Powered Workflow Orchestration
Built for Real Operations

Trisk connects forms, files, people, and approvals into one dynamic system
that adapts to how your consulting workflows actually operate in the real world.

Track progress, automate follow-ups, and surface the insights that matter —
all from a single control panel.

Start Free Trial Book a 15-Min Demo

AI-Powered Workflow Orchestration Built for Real Operations

The Hidden Cost of Workflow Chaos

Too often, consultants are stuck in email chains, manual trackers, and high-stakes guesswork

Common friction we eliminate:

Endless email follow-ups for missing files or responses
Unclear ownership over key tasks and deliverables
No visibility into who’s doing what, or what’s next
Manual progress tracking via outdated spreadsheets
Compliance documentation assembled last-minute

Automation & Control Focused on Your Process

AI-Powered Intake

Capture diligence and onboarding data cleanly from day one

Workflow Automation

Ensure nothing falls through the cracks across phases

Document Management

Centrally store NDAs, LOIs, checklists, and more

E-Signatures

Speed up approval timelines and close cycles

Audit Trails

Build a clean record for compliance, review, and post-close

Insight Dashboard

Know exactly what’s pending, blocked, or at risk

Proven Results from Consulting Firms and Solo Consultants

We’ve seen Trisk help deal teams and consulting firms:

Accelerate close timelines by reducing coordination gaps
Cut down follow-ups and approval delays across internal teams and clients
Create repeatable execution flows across multiple deals
Deliver more confidence to clients through visibility and structure

Built for Real Operations. Ready in 15 Minutes

Trisk was built for high-stakes, fast-moving professional services — like yours
It adapts to your team’s way of working, while bringing structure and automation that scales

Flexible enough for any deal type or client
Zero-code setup with ready-to-run templates
Evolves as your deals and team scale

Start Free Trial Book a 15-Min Demo

Built for Real Operations. Ready in 15 Minutes

Trisk Orchestrates the Entire Process
From Diligence to Close

Without Trisk:

Scattered task ownership across email and Slack

Manual updates to timelines and reports

Slow handoffs between internal and external teams

Deal risk from miscommunication or document gaps

Time lost chasing approvals and signatures

With Trisk:

Smart intake and deal trackers align everyone from day one

Docs and approvals routed automatically

Everyone sees what's done, what’s pending, and who owns what

Digital audit trail tracks all actions and documents

Stakeholders act faster, with fewer errors

What our Customers say

Without Trisk, managing our current volume with our lean team would be impossible. Trisk’s workflows automate our business processes, involving our tax professionals only when their expertise is most impactful and efficient. Their workflow tools ensure we maintain strong controls and accountability while offering the flexibility needed to support our business growth.

Dave Brehmer

Director of Operations & Finance @ VPTax

The Trisk platform has changed the game for Blue Sky Business Resources. The automation and workflow functionality have allowed us to increase our direct engagement with clients many times over, and the development team is unsurpassed for responsiveness and delivery. We simply could not be better served!

Jason Tuzinkewich

Chief Operations Officer @ Blue Sky Business Resources

Trisk allowed us to reduce costs, establish streamlined processes (SOX-friendly), increase staff awareness and knowledge, and accommodate our rapid growth. We haven’t yet found the limit of Trisk’s capabilities

Jeff Mack

Former CFO @ Outset Medical

It's easy to use. It's all there. We're not near using the full potential of Trisk and it's already transforming how we do things. We're able to reduce the burden (on school staff), allow them the ability to get out their information to all the necessary parties such as first responders, fire, police, etc. and we're able to do it quickly.

Bob Klausmeyer

Education Safety Coordinator @ Missouri School Boards' Association

The workflows VPTax crafted in Trisk is what drives our industry-beating margins. This synergy not only drives financial success but also grants me the freedom to focus on what truly matters. Trisk automatically serves up my tasks, eliminating the need for constant tracking and unleashing unparalleled efficiency.

Stephen Day

Senior Tax Director & Principal @ VPTax

Trisk is a great way to set standard practices in the process... and make sure everyone follows them.

Mila Pandit

Team Lead - Tax Processing Center @ VPTax

Enterprise-Grade Security & Compliance

Your data security is our top priority. Trisk follows industry-leading standards to protect sensitive
information and ensure regulatory compliance.

SOC 2 Type II

Strict organizational controls to safeguard your data, the privacy of your clients and maintain confidentiality.

PCI DSS via Stripe

Secure payment processing ensures cardholder data protection with Stripe’s PCI DSS compliance.

HIPPA readiness

Designed to protect the privacy and security of patient health information in healthcare-related workflows.

GDPR readiness

Regulates responsible handling of personal data for EU-based clients.

FINRA readiness

Financial industry standards to support compliance in regulatory environments.

AI-Powered Workflow Orchestration
Built for Real Operations

WE ARE TRUSTED BY

The Hidden Cost of Workflow Chaos

Too often, consultants are stuck in email chains, manual trackers, and high-stakes guesswork

Common friction we eliminate: