Built for the records your clients trust you with.

Each firm’s data is kept entirely separate.

• Every firm works in its own private workspace.
• No firm can see, search or reach another firm’s clients or records.

Client records are protected wherever they are.

• Encrypted in transit and at rest.
• Your client data is never used to train shared systems.
• Retained only while your firm’s account is active, as set out in our data processing agreement.

Every sign-off and every change can be traced.

• Each verified figure records who approved it and when.
• Changes to approved records require a recorded reason.
• A firm-wide history of significant activity.

Access matched to each person’s responsibility.

• Team members see and do only what their role requires.
• Your firm decides who joins, and can remove access at any time.