Manage relationships
One matter across companies. Each keeps its own workspace.
Invite a PA, attorney, engineer, or contractor into one shared matter, and give each partner access to only the records you permit. Every organization still keeps its own pipeline, assignments, and private data.
What you can do
Drive-style control over a shared matter
Per-participant permissions
Set viewer, commenter, or editor access per resource: details, contacts, media, files, tasks, financials, and more.
Private organization attachment
Each company can link its own private project and pipeline to the shared matter, without exposing internal data.
Shared updates, not read-only
Authorized partners update shared items, so collaboration is operational instead of a static portal.
