Stay organised
A filing system that lives where the work does
Document management for your whole workspace, with folders, storage quotas and per-company document tabs. The proposal is always two clicks from the deal it belongs to.
Organised by relationship
Documents attach to companies and engagements, browsable in a proper folder explorer. Finding a file means opening the record, not searching a shared drive.
Storage you control
Per-plan storage with clear quotas and the option to add more. No mystery about what is stored where.
Escalate to a secure room
When a document is too sensitive for ordinary sharing, move the exchange into an encrypted secure room without changing tools.
Ready to see it with your own pipeline?
Start a 14-day free trial, or book a demo and we will walk it through with you.