Controlled visibility
Clients only see what you explicitly share
Give clients access to exactly what they need. Nothing more. Nothing accidental.
Give clients access to the information they need through a clean, scoped experience. Share select documentation without exposing internal notes, unrelated clients, or sensitive data.
Clients only see what you explicitly share
Documentation stays consistent during onboarding and offboarding
Clients self-serve answers instead of emailing requests
Clients see organized, intentional documentation
Stop sending files. Share documentation that stays accurate and controlled.