Records & CRM
Records that fit how your team actually tracks work.
Custom fields, linked records, activity history. Configurable for whatever entity your business tracks — clients, matters, patients, or accounts.
Custom entity types
Start with clients and contacts, then rename or extend the model to fit your team. Healthcare teams call them Patients. Legal teams call them Matters. The schema follows.
- Rename Clients → Patients/Matters/Accounts
- Add custom entity types (Carriers, Providers, Vendors)
- Configure fields, sorts, and required flags
- Per-tenant schemas
Linked records
Attach related entities so context travels with the work. Linked records let the AI see the whole picture, and let your team navigate sideways through related entities without losing place.
- Many-to-many relationships
- Inline preview cards
- Activity rolls up across links
- Reverse-link views
Activity history
Every change is timestamped and attributed. The audit trail is append-only, exportable, and surfaces in the assistant's context when relevant to a question.
- Append-only audit trail
- Filter by user, type, time range
- Exportable
- Surfaces in the assistant's context
The AI sees your records
The assistant can answer record-shaped questions — which clients renew this month, which matters are open over 90 days — without leaving the chat. It cites the record it pulled from and respects the same permissions the user already has.
- Record context in answers
- Honors permissions
- Cites the record it pulled from
- Live data, not snapshots
Permissions
Role-based access by default, with per-record visibility for the cases where one team needs to be partitioned from another. SSO and SAML are available on Business and above.
- Role-based access (admin / user)
- Per-record visibility
- SSO + SAML on Business+
- Audit log for sensitive actions
Built so your most sensitive documents can live here.
Tenant isolation
Your documents, conversations, and embeddings live in a workspace only your team can reach.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest, on isolated cloud storage.
Citations on every answer
No floating claims. Every response links to the exact source paragraph.
Never used to train shared models
Your data is never used to train models that touch any other customer.
Compliance-ready
SOC 2 Type II in progress. HIPAA-aligned configurations available on request. DPA on request.
Stop searching folders. Start asking your AI.
A 20-minute walkthrough on your documents. No slideware, no scripted demo — your real questions, your real answers.