And your firm’s work belongs to your firm: your notes, your internal view, your client list. No other firm ever sees them.
Three firms can serve one company without seeing each other’s work. The company-law firm never sees the GST filings; the GST firm never sees yours. Only the company sees everything.
Every firm’s clients are locked apart at the deepest level of the system. One firm can never see another firm’s clients. Full stop.
If an engagement ends, the company keeps its complete record: filings, registers, documents, history. If a teammate leaves, their clients move to a colleague in one step and their access ends.
Every piece of information shows where it came from: the registry, a filing, a scan, or a person. Anything the AI read from a document links back to its source and waits for a person’s sign-off. Every change is logged with who made it, and when.
Your professional sign-offs are always made by you, never by the software. Nothing files itself.
Associates can’t mark anything as filed. Managers and partners approve. Clients never see your internal notes, your team’s names, or other clients.