Multi-tenant by construction
Every read and write carries a tenant id. The data model itself enforces the wall — no cross-talk between agencies, ever.
Verified by an isolation test on every CI run.
NPI tokens, role-gated reveal
SSNs, EINs, account numbers stored as tokens. Reveal is logged with purpose; clearance is a per-member toggle.
GLBA-aligned · audited per access.
Audit trail per file
Every change recorded, in order, tenant-scoped. The file's history is the file's history — append-only, attributable, exportable.
From extraction to attestation.
Order systems in
SoftPro 360 today. Qualia, ResWare, Encompass on the wire. Or stand up a mock to exercise the pipeline end-to-end.
Webhook-first, idempotent.
Notifications grouped by file
Blockers stand out alone. Warnings collect. Routine activity rolls up into threads — so the bell never cries wolf.
Severity-weighted badging.
Global search
Files, parties, findings, documents, mail — one box, ranked. Open with ⌘K from anywhere in the app.
Tenant-scoped index.