Client operating portal
Live matters, deliverables, decisions and status in a client-appropriate view.
Client delivery
Portals, hosted rooms, billing and digests connect governed internal work to clear external experiences.
Clients receive clear status, decisions, deliverables and billing narratives from the same governed work graph.
How it works
Determine what the client or counterparty may see, decide and contribute.
↘Transform internal work state into clear status, deliverables and decision requests.
↘Publish portals, hosted rooms, digests and secure intake without duplicative assembly.
↘Bring client inputs and approvals back into the authoritative work graph.
↘System capabilities
Live matters, deliverables, decisions and status in a client-appropriate view.
Secure negotiation, diligence, intake and regulatory rooms with granular authority.
Work events become adjustable entries, optimized narratives and one-tap posting.
Automatically summarize movement, risk, decisions and value delivered.
Connected by design
Open the system