Team & offices
Invite teammates with role-based permissions, organise them across offices and branches, and keep every action audited. Everyone sees exactly what their role allows, and nothing more.
The right access for every role
Owners, admins, and members each get a capability set that fits their job. Billing stays with the people who should hold it, operational work is open to the team, and sensitive controls are never handed out by accident.
- Owner, admin, and member roles with distinct capabilities.
- Seats governed by your plan, invites and all.
- Permissions enforced on every action, not just hidden in the UI.
Organise a growing firm
Group teammates into offices and branches, set a primary office, and keep a larger firm tidy as you scale across locations.
- Create offices and assign teammates to them.
- Set a primary office for your firm.
- A clean structure as you add people and locations.
Every action on the record
Invites, role changes, office assignments, and every claim action are written to an append-only audit trail. If a question ever comes up about who did what, the answer is already recorded.
- Append-only audit log across the workspace.
- A clear history of changes to people and claims.
- Accountability without extra bookkeeping.
Common questions
Can I limit who sees billing?
Yes. Billing is a distinct capability. Admins can run operations without touching billing, which stays with owners unless you grant it.
Is every change recorded?
Yes. Every mutation across the workspace is written to an append-only audit log, so there is always a record of who did what.
What are the roles, and what can each do?
Owners have full control including billing, admins can run operations but not billing by default, and members handle day-to-day claim work. Each role maps to a specific set of capabilities.
How do offices and branches work?
You can create offices, assign teammates to them, and set a primary office, so a multi-location firm stays organised as it grows.
How many seats do I get?
Seats are governed by your plan, and both active teammates and outstanding invites count toward the limit. You can upgrade when you need more.
Organise your team
Subscription-funded, no per-lead charges. List your firm to get started.