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MSPs & ITOne secure workspace per client for onboarding documents, network diagrams, change approvals and signed agreements.Healthcare & dentalSend patients a secure link to a PIN-protected intake form, collect insurance cards by upload link and keep everything in one place.Law firmsCollect client documents, run intake with a conflict check, agree on the final version next to the file and send it for signature.Accounting & taxOne workspace per client.AgenciesCollect project briefs with an intake form, deliver large files clients can review in the browser, and get approval on the exact version.ConsultantsStart with an engagement intake form, collect the client's files, deliver your work, get it approved and get the proposal signed.