We use SharePoint/OneDrive to store client docs and collaborate in real time (about half the firm is remote). We are also Mac native. When it works it’s beautiful, truly. It has recently essentially ceased to work, to the point where lack of document updates and sync errors pose a real risk of reputational harm with clients and/or disclosing internal note to the other side. Trying to keep it together is killing me. Curious what other firms are using/wish they were using.

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We use imanage for the firm’s file management, but I use onenote with my team to do live edits of strategies etc with them. It's a newer development, only in process for about 2 months, but it's been working well for to-do lists and tracking projects.

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