Spaces

Client-safe collaboration with three-tier visibility

Internal, shared, and client spaces keep planning, shared work, and client-owned inputs in their right visibility layer.

How It Works

Clear boundaries. Safe collaboration.

1
Define boundaries
Create internal, shared, and client spaces for each workstream.
2
Scope everything
Every object (decisions, context, proposals) lives in exactly one space.
3
Collaborate safely
Shared space lets clients and your team work together.
4
Lock provenance
Client-space data stays read-only for your team, preserving the source record.

Space Overview

Internal

Private

Shared

Collaborative

Client

Read-only

Capabilities

Private planning and risk assessment space for implementation notes, cost estimates, and strategic decisions.

The collaborative surface for client-facing work. Both your team and clients can read and write. The client-safe truth layer.

Client-owned inputs stay provenance-locked so your team can review them without rewriting the source record.

Automatic sanitization for cross-space content. Integration attachments respect space boundaries. Proposals cleaned for shared visibility.

Set up your workspace and start orchestrating AI agents today.