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WorkTogethr beta is live across 30+ client projects See what teams are running
Trust centre

Client work needs clear boundaries.

Teams and clients can work in the same project without seeing the same information.

The problem

Collaboration only works when access is clear.

WorkTogethr applies workspace, client, project and role boundaries before records, files or AI context are shown.

Clear boundaries

Clear boundaries, enforced on every request.

Access

Roles and project membership control what a person can see and do.

Client isolation

Clients see records shared within their client and project scope.

Files

Files are served only after access is checked.

Secrets

Stored secrets are encrypted.

AI

AI is limited to the same records the signed-in person may access.

Data lifecycle

Projects and clients archive before permanent deletion.

Limits

Plan limits do not remove existing data.

Control

Data export and account deletion remain available across plans.

Connected marketing data

Analytics, tag manager and ad connections are read-only. Nothing in a connected account is ever changed, and no campaign is altered without explicit approval.

One set per client

Each client's connections are separate. A finding about one client is never visible to another, and growth findings reach a client only when your team shares that specific one.

Revocable

Disconnect an integration at any time. Tokens are encrypted at rest and removed with the connection.

Contact us about security and data access.

Tell us what your clients, projects and data need.