Roles, assignments, and hierarchy
Team at Scale
Multi-tenant from day one. Invite staff, assign files, and govern who sees what.
The problem
Growing shops outgrow shared inboxes and informal permissions.
The solution
Organization-scoped data, admin/advisor/assistant roles, per-file staff assignments, and team invites via Clerk.
Outcomes
- Clean handoffs between processors and advisors
- No cross-org data leakage
- Onboarding new staff in one session
See it on your desk
Start a trial or walk through the workflow with our team.