The product · People & permissions

Who does what, who covers, and a record of everything anyone changed.

Roles and permissions, the org directory, firm-wide announcements, internal messaging, and an append-only audit log.

In the application: Team & permissions · Directory · Announcements · Messages · Audit Logs

Roles and permissions, per resource
Each role holds explicit permissions per area, and every read and write in the product is checked against them on the server — not hidden in the sidebar and open to anyone who knows the URL.
Separation of duties
The person who requests and the person who approves are different people, checked as a rule rather than as a convention — with a sole-practitioner fallback, because a firm of one still has to be able to work.
An org directory
Departments, offices, teams, supervisors and titles — the structure a firm actually has, alongside the permissions, and advisory rather than a second permission system.
Announcements with acknowledgements
A firm-wide notice, or one addressed to particular roles or people, with a record of who has acknowledged it — so 'everyone was told' is evidenced rather than assumed.
Messaging inside the firm
Conversations attached to the firm and its matters, so the discussion that decides something is in the system that holds the thing it decided.
An append-only audit log
Every mutation of a firm-owned record leaves a row: who, what, when, and what changed. It is written on the same transaction as the change, and nothing in the product deletes from it.

What this does not do

The boundary, from us rather than from your first week.

  • The audit log is a record, not a backup. It says what changed; restoring is a separate question with a separate answer.
  • An org directory is advisory. Moving somebody between teams does not change what they may do — that is a role change, deliberately, so the two cannot be confused.

Bring the whole practice across in a weekend.

Start free today. Migration, onboarding and support are included on every plan.

7-day trial · no card required · cancel anytime