Bring the work together.
Share supported projects, files and documents in one customer experience.
The customer side of your business
Share the right projects, files, requests, and billing in a private customer experience. Choose what to share and who can access it.
A clear view of the projects, files and updates you choose to share.
A window into your shared work
Choose what a customer sees. Internal notes stay inside your workspace.
Inside your workspace
This illustration changes no real file or record.
Through Jordan’s window
Share supported projects, files and documents in one customer experience.
Connect requests, updates and billing to the relationship they belong to.
Each customer sees the records their account is authorized to access.