Every person, company, and responsibility in one place.

People and companies in one contact system instead of a separate customer app and address book. Reuse carrier, TPA, vendor, and legal records, and see every project you've run with them attached.

Attach everyone a real property or claim involves: homeowner, tenant, adjuster, expert, attorney, vendor. Organize them by the relationship types your trade actually uses.

Company permission levels control what a member can do. Project access controls what they can open. Custom workflow roles control what they own, so a template can route work to the Estimator or the Attorney without handing anyone extra company-wide power.

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, internal fields, and private data. Stronger than a vendor portal.

A central inbox for assignments, reminders, mentions, uploads, deadlines, signatures, and payments, with digests, quiet hours, urgent exceptions, and per-project mute so it stays useful at company scale.