What you get: Secure inbox
Threaded conversations with read receipts and role-based visibility.
Product
Documents & Messaging
Secure client portal with threaded messaging, upload controls, and audit-ready retention.
What you get: Structured uploads
Request lists, tagging, and virus scanning before files hit storage.
What you get: Compliance ready
Retention policies, export, and access logs for every document.
Who it’s for
- Client success teams exchanging sensitive documents
- Professionals who need audit trails on messaging and files
- Operations teams standardizing intake with request lists