Client separation comes first
Every client workspace must retain its own permissions, branding, cases, evidence, exports and audit trail.
- Explicit client authority
- Workspace-scoped access
- Separate evidence records
- Controlled collaboration
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Bookkeeper workspace
Available nowA controlled recovery workspace for each client.
Bookkeeper is the public £149 monthly plan for practices managing up to ten separate client workspaces with explicit case-specific invitations and permissions.
Availability
Practices can subscribe through secure checkout, create up to ten client workspaces and invite named clients to selected cases only.