Simple organization for client-professional collaboration
All the tools you need to do business remotely, right at your fingertips.
Collaboration is better in good company
Private and secure - Spaces are only accessible by invitation.
Clients
A Space can host as many people as required. Clients have access to most collaborative features, except for video call scheduling.
Collaborators
As a professional invite colleagues to assist you with a client by turning them into collaborators. Give them more permissions, while staying the owner of the Space.
Online Status
Be mindful of when Space members are active so you can jump in when needed or provide help when necessary.
Keep an organized trace of everything
Your Space offers a complete view of your relationship over time. All exchanges, documents, notes and meeting dates are permanently available in your activity feed.
Objects
Everyone in a Space can share objects in the activity feed. Pass notes back and forth, attach large files, or request documents.
Rights & Permissions
Manage access to your most sensitive files. Every time you share something, set permissions and restrict who can view it.
Comments
Leave comments on feed objects, share thoughts on specific files and keep the conversation going in a public channel.
Connect with your expert when needed
Maybe you have a quick question, maybe you need reassurance - in any case, your professional is always one click away.
Space Chat
Space chat keeps everyone aligned with a group conversations. If you have a question, any one in the Space can respond quickly in real-time.
Private Messaging
If you have sensitive information to share or simply prefer to be discreet, click on someone's name and start a private chat.
Video Call
Easily jump on secure video calls with anyone in the Space. Accessible directly on the web - no need to download anything.
Communication Hub
Review all of your Space chats, private messages, and thread comments from your comms hub. Use it to quickly jump in and out of Spaces or objects.
Securely host and share files with no expiry
Welcome Spaces lets you host and share heavy files and unlike any third-party solution, your uploads never expire. You can even fulfill document request directly in your Space.
All Files Type Supported
Your Space can host any type of file with a maximum size upload of 250MB per file, with a free account.
Files Forever Hosted
Many third-party apps let you host files temporarily by generating downloadable links that eventually expire. Files shared in a Space are always available.
Manage Access Rights
Simple permission controls let you decide who has access to your most sensitive documents at any time.
Easy Request Creation
Need a file? Simply open a document request and assign it! Requests make it easy to know exactly what to provide, when and where.
Organized File System
Skip the hassle of combing through your email for that one shared file. All files exchanged in a Space are easily accessible from the right side.