Enterprise-grade controls.
Without enterprise complexity.
SSO/SAML, role-based permissions, data isolation, and audit logs, the controls a security review asks for, without the multi-week rollout.
Encrypted in transit and at rest · GDPR compliant · SOC 2 aligned
The controls a security review actually asks for.
SSO / SAML
Sign in through your firm's existing identity provider. One less password for your team, and one more control point for you.
Role-based permissions
Directors, managers, and individual contributors see and can do different things. Client-facing roles are separate again, controlled per client.
Data isolation by client
Each Client Space is fully isolated. A client can never see another client's data, and internal Workspace data is never exposed to clients unless you explicitly share it.
Audit logs
Key actions, logins, approvals, document access, are logged, so you can answer "who did what, when" if you're ever asked.
Common questions
Do you support SSO?
Yes, SSO/SAML is available so your team signs in through your firm's existing identity provider.
Are you SOC 2 certified?
Our security program is SOC 2 aligned. If you need details for a vendor security review, ask on a demo call and we'll walk through our current posture and documentation.
How is client data isolated?
Every Client Space is fully isolated at the data level. A client can only ever access their own engagement, never another client's, and never your firm's internal Workspace data unless you choose to share something specific.
Is my data used to train AI models?
No. Customer data is not used to train AI models without explicit consent.
Get the security answers before your buyer has to ask.
Talk through your firm's specific security and compliance questions on a 30-minute call.
30-minute walkthrough · Tailored to your team · No commitment