Share case files. Preserve the version that matters.
Keep substantial case bundles out of ordinary attachments, retain evidence of the version sent and give the next adviser the original context.
A practical workflow for your team.
Send case files through protected messages within the chosen plan limit.
Use Certified Forward for original-message evidence when another adviser joins.
Collect documents through File Drop and keep project files in an authorised Vault.
Withdraw future external access where appropriate; retain the relevant evidence.
Connect the rest of the workflow.
Big files. No email attachment headaches.
Send legal bundles, large PDFs, videos, CAD files and business archives through a protected exchange, rather than an ordinary email attachment.
Explore the capability →Forward the original. Preserve the proof.
Give the next recipient more than a copied message: preserve the original context and evidence they can check independently.
Explore the capability →Receive confidential files without email attachments.
Give clients a branded upload route for tax records, legal documents, financial statements and project files.
Explore the capability →Use the controls alongside your professional responsibilities.
These workflows support confidential communication and evidence review. They do not replace professional judgement, regulatory obligations, independent identity checks or payment controls. Plan, access and deployment conditions still apply.
Make the next important exchange verifiable.
Explore the real product workflows or register your interest in the hosted platform.