Build a customer-facing portal that sits beside your internal application—sharing selected conversations, files, requests, approvals, milestones, and updates while your team keeps private notes, workflows, and operational detail on the inside.
Customer sees the milestone summary, shared files and approval button. Your team also sees private notes, owner, risk score and next workflow step.
Let internal teams and customers collaborate on the same underlying business process while controlling exactly which records, fields, files, comments, and actions cross the customer boundary.
Create a branded portal with customer login, navigation, dashboards, requests, files, conversations, and status views.
Give staff a richer internal view of the same customer relationship with private notes, assignments, workflows, AI guidance, and sensitive fields.
Mark records, fields, comments, attachments, and events as customer-visible or internal-only with server-side permission enforcement.
Keep requests, replies, file exchanges, approvals, status changes, and notifications connected to the same customer and internal records.
Let customers approve work, upload documents, complete forms, schedule meetings, acknowledge changes, or trigger defined workflows.
Use your own branding and domain, then connect billing, identity, storage, support, or specialized services through APIs and the isolated container.
Build the visible product with pages, records, workflows and AI, while keeping operational data, AI context, compliance evidence, and custom code separated by responsibility.
Choose the product pattern closest to your market, then tailor the data model, screens, AI behavior, integrations, permissions, workflows, and positioning.
Create the customer experience and internal operating view together, so collaboration stays connected without flattening your security model.