Case Study: Viive Planning improves secure family collaboration with SideDrawer

Viive Planning’s Mallory McGrath benefited significantly from using SideDrawer

Viive Planning, a firm specializing in aging and end-of-life planning, needed a secure and efficient document management platform to serve as a central hub for sensitive client information. Founder Mallory McGrath required a solution that could seamlessly connect her, her clients, their family members, and trusted partners while facilitating difficult conversations with robust security, moving beyond insecure methods like email and generic cloud storage.

Implementing the SideDrawer platform provided the secure collaborative environment Viive Planning needed. The solution drove significant efficiency gains, saving considerable time for both the firm and its clients through features like intuitive document sharing and Info Requests that allow clients to self-manage the process. Mallory highlighted SideDrawer's exceptional customer support and the platform's role in enabling swift, secure access to critical documents during emergencies, which has become a cornerstone of her service offering.

Viive Planning

Mallory McGrath

Founder and CEO