Everything a data room does — governed for financial records.
Client portals, secure sharing, and document control in one place, with compliance wired through all of it.
One system. Four layers of control.
From the first upload to the final audit export, every capability works inside the same governed record.
Document management
Find, govern, and version every record from the moment it enters the workspace.
Security & control
Turn every permission and document action into evidence your firm can stand behind.
Explore security controlsBranding & white-label
Give every client a secure document experience that feels entirely like your firm.
One workspace per client
Every client gets a governed space of their own — branded, permissioned, and separate from every other engagement. No more guessing who can see what across shared drives.
Search that actually finds it
Full-text indexing reaches inside every document, so a search for a clause, an account number, or a client name surfaces the exact file — and the exact page — in seconds.
A version history you can stand behind
Every edit is versioned and timestamped. When a client asks 'which version did I sign,' the answer is unambiguous and one click away.
