Your deals stay yours.
Each customer runs in its own isolated tenant. Inside it, access follows your organization: by team, by role, by deal, by note class and by document. Nothing is shared outside your organization until you grant it, and every grant has a scope and an end date.
Isolation
Separate tenants, with dedicated-instance options for firms that require them.
Identity
Single sign-on and automated provisioning from your own directory. Role-based access throughout.
Encryption
Sensitive fields encrypted individually, in addition to encryption in transit and at rest.
Audit
A tamper-evident log of who saw what, who changed what, and what every agent did on whose behalf, sealed each hour with a published hash.
What you can do
- Sign in through your own directory.
- Limit a team to the deals and classes it works on.
- Review a complete log of access and change.
- Rely on an audit log that is sealed each hour with a published hash.
See your own deal as a record.
Bring one indenture. We will show you its parties, waterfall, tests and conflicts, each tied to its clause.