Visibility

Private by default.Shared on your terms.

Set visibility item by item.Decide who sees what, and change it at any time.

Start your AI uplift
CDHW
All Files
RefreshNewUpload
NameDate ModifiedSizeKindVisibility
Contract of sale.docx
Yesterday142 KBDocumentEveryone
Vendor disclosure statement.pdf
2 days ago1.2 MBPDF documentEveryone
Settlement figures.xlsx
Today24 KBSpreadsheetClient
Signed documents
Today—FolderEveryone
Building inspection report.pdf
3 days ago880 KBPDF documentClient
Special conditions.docx
Today38 KBDocumentFirm only
Internal file notes.txt
Yesterday4 KBPlain textFirm only
Cooling-off notice.docx
4 days ago18 KBDocumentEveryone

You decide who sees what

Per item.Per person.

Every item has its own audience. Choose who can see it, and change access at any time.

CDHW
All Files
RefreshNewUpload
NameDate ModifiedSizeKindVisibility
Contract of sale.docx
Yesterday142 KBDocumentEveryone
Vendor disclosure statement.pdf
2 days ago1.2 MBPDF documentEveryone
Settlement figures.xlsx
Today24 KBSpreadsheet
Everyone
Who can see
Just meOnly you can see this
Specific people…Choose who can see
Everyone in SpaceAll 6 members
Signed documents
Today—FolderEveryone
Building inspection report.pdf
3 days ago880 KBPDF documentClient
Special conditions.docx
Today38 KBDocumentFirm only
Internal file notes.txt
Yesterday4 KBPlain textFirm only
Cooling-off notice.docx
4 days ago18 KBDocumentEveryone

Client preview

No surprises.

Preview the matter exactly as your client will see it. Anything private disappears from their view.

Viewing as
HW
Hannah Whitfield
(Client)
CD
NB
HW
NameVisible To
Settlement materials
Everyone
Contract of sale.docx
Everyone
Vendor disclosure.pdf
Everyone
Settlement figures.xlsx
Everyone
File notes (firm only)
Firm only
Internal working files
Firm only

Share the matter.
Keep control.

Invite your client and decide exactly what they can see.

Start your AI uplift