How we keep your clients’ documents safe
Bank statements, passports and contracts are sensitive. These rules decide who can see what, and what happens to every file.
Rules that never bend
Read our privacy policy and terms, or ask us a security question.
Every firm kept apart
Every record belongs to one firm, and access is checked on the server for every action.
Access follows assignments
Owners and admins see the whole firm; staff see only their assigned clients.
Files scanned first
Every upload is held and virus-scanned. Files that fail are never offered for download.
Single-use links
Client links work once, expire, and stop the moment you withdraw access.
Two-factor sign-in
Your team signs in with an authenticator app; owners can make it compulsory.
Nothing overwritten
New versions never replace old ones. Every decision is in the history.
Activity log
Who did what, and when, for the whole firm.
Your data, exportable
Download any client’s or request’s files with a list of files, at any time.
Agreed retention
Documents are deleted only after the retention period your firm agrees. Close your workspace and your data is removed on a schedule you can see.
AI never decides
AI checks and suggests; every approval is a click from your team, and owners choose which AI features are on.
Good questions
Can every staff member see every client?
Owners and admins can. Staff see the clients assigned to them, so work stays with the people responsible for it.
Can we use two-factor sign-in?
Yes, with an authenticator app. Owners can make it compulsory for the whole team.
Can clients see our internal notes?
No. Messages to the client and internal notes are kept separate, and the client page never shows internal notes.
Can we export everything?
Yes. Download a request’s or a client’s files as a ZIP with a list of files, at any time.
Does AI approve documents on its own?
Never. AI only suggests, and every approval is a click from your team.