Features
Your firm’s own workspace
Create one firm, invite colleagues as seats, and work the same files together — in the language each person prefers.
Start freeOne firm workspace
Staff seats
Invite colleagues. Clients never take a seat.
EN · FR · ES
Product and client flows in three languages.
How it works
- 1
Create the firm
- 2
Invite seats
- 3
Share the files
- 4
Serve in three languages
Seats for staff, free for clients
Pay for staff logins only. Clients on the portal never take a seat, and files are unlimited.
Roles that match how firms work
Owners and admins manage settings, invites, and the booking catalogue. Members work the shared records. Accounting seats can handle finance without opening every client file.
English, French, and Spanish
The product UI and client-facing flows work in all three languages. Write service descriptions, contracts, and reminders once per language you serve.
Everything stays with the firm
Files, templates, and booking settings belong to the workspace. When someone leaves, their seat can be reassigned without rebuilding the practice.
Common questions
Can two consultants work the same file?
Yes. Everyone with a licensed seat can open the firm’s files, unless you use accounting-only seats for finance staff.
Is each firm isolated?
Yes. Each firm has its own workspace, encryption key, and data. Staff only see the firm they belong to.
Free until 2027 for firms that sign up now
Set up your firm workspace in minutes and see whether it fits how you already practice.
The full product from the day you create your firm. No credit card.