Documents

The client's files where they can actually be found

Each file hangs off the client, the order or the record it belongs to — not a loose folder and not a chat thread. Who can open it is decided by function, and the download link does not work for someone without permission even if it gets forwarded.

What you can do

Upload files from the browser or from a phone.
Find them from the client or the order they belong to.
Limit who sees them and who can download them.
Make the download link useless outside the system, even when forwarded.
See who uploaded each file and when.

Who it is for

Trades that handle client paperwork: healthcare, legal, industrial, real estate.

Searching WhatsApp for a file is not searching.

Is this the piece you are missing?

Tell me how you work today and I'll tell you what can be automated.

Let's talk