01
Role-based access
Least-privilege by default — every role sees exactly what it needs and nothing more.
All features
Security & audit
Discretion by default, audit by design.
Built for environments where privacy is non-negotiable — role-based access, field-level redaction, and cryptographically signed audit events behind every action your team takes.
The cost of an open door
In a business built on trust, the fastest way to lose a principal is to let the wrong person see the wrong record.
Everyone sees everything
Flat access lets a junior coordinator read a founding-tier principal's financials — and nothing stops it, and nothing records it.
You can't prove who saw what
When discretion is questioned, 'we trust our team' is not an answer — and exports and screenshots leave no trail to point to.
Privacy is a setting, not a default
Redaction gets switched on after a mistake, never before it — and the most sensitive fields leak in exactly that gap.
Least-privilegeBy default
Signed eventsEvery action
Capabilities
What security & audit gives you.
02
Field-level redaction
Hide identities, financials, or notes per role without forking the record.
03
Signed audit events
Every read and write is a tamper-evident, cryptographically signed event your counsel can rely on.
04
Privacy by default
Field-level redaction, encryption in transit and at rest, and least-privilege access built into the platform — not bolted on after a mistake.
How it works
Three moves, end to end.
01
Define
Map roles to data — who sees identities, who sees money, who sees only the task.
02
Enforce
Redaction and access checks run on every request, not as an afterthought.
03
Prove
Export a signed, complete audit trail for any record, request, or period on demand.
Questions
Security & audit, answered.
How is sensitive data protected?
Field-level redaction, encryption in transit and at rest, role-based access, and a signed audit trail behind every action your team takes.
Can we prove who saw what?
Yes — every access is a signed event; you can export a complete, tamper-evident trail at any time.
Is data redaction reversible per role?
Redaction is enforced per role on a single record — no duplicate copies, no leakage between roles.