Organization workspaces
Roles, assignments, approvals and reusable applicant profiles.
For agencies, accelerators, incorporators, professional teams and organizations managing higher case volumes.
Talk to salesRoles, assignments, approvals and reusable applicant profiles.
Bulk imports, consistent searches, monitoring and reporting.
Co-branded intake, scoped APIs, webhooks and consolidated billing.
Source-linked reports and audit history across each case.
Share selected cases without making customers start over.
MFA, scoped roles, data isolation and governed exports.