Capability
Every business document stored where it belongs.
Documents are attached to the client, property, invoice, or expense they relate to, so the record and its evidence stay together instead of drifting into unrelated folders.
What you can do
- Upload receipts, contracts, statements, and leases
- Attach documents directly to clients, entries, or properties
- Search records by name, type, or related workspace
- Track document requests that are still outstanding
A consultant finds a signed agreement from eighteen months ago by opening the client rather than searching an inbox.
ContractsStored
ReceiptsAttached
StatementsOrganized
Requests open2
Related capabilities
Client Workspace
Track clients, engagements, records, invoices, recurring work, and communication history.
Open capability →Workflows and Deadlines
Turn recurring financial and administrative responsibilities into structured processes with owners, dates, and status history.
Open capability →Reports and Exports
Create clear summaries and structured exports without rebuilding your records at the end of the year.
Open capability →