Security & data isolation
Multi-tenancy and PII handling are built into the architecture from day one.
Row-level tenant isolation
Tenants are resolved by domain and isolated at the row level. One agency can never see another's data.
Encrypted in transit
All traffic is TLS-encrypted, with extra encryption on sensitive staff console calls. Field-level encryption at rest is on our roadmap.
Role-based access
Staff only see their agency's data, and can be limited to their own clients.
You control what clients see
After verification the client portal is read-only and changes go through staff; you decide file by file what clients can see.
Bot and abuse protection
Human verification on client intake and rate-limited email sign-in codes.