Relationship-scoped client portals
Protected portals connect shared participation, operator administration, and useful email delivery to existing CRM meaning.
Operational work
Business Operations
Connected relationship, task, billing, communication, document, and operator workflows.
Capabilities
- Relationship work
- Governed actions
- Documents
- Operator interfaces
Completed work
3 itemsbusiness-operationsAdmitted
Proportional operator interactions
Routine actions stay direct while financial, public, document, and production consequences remain explicitly reviewed.
Governed record retirement
Removing a current CRM record preserves its history and applies an explicit record-specific consequence.