StackeoPlatform / Spaces
Included in the founding firms programme
Work with your clients, in confidence.
Each dossier has its private conversation, and each client and each matter its own space, shared only with the people added.
A private dossier conversation in Messages.
One space per matter. Its members, its documents and its exchanges together; closed to everyone else.
The dossier, among its members
What Stackeo does: a private conversation per dossier.
A private dossier conversation in Messages.
Members only
Only the people added see it; an administrator does not read it unless added.
Files scanned
Files are scanned before they open.
A space for each client
The client exchanges and shares documents in their own space.
The home of the current app, with Vision’s composer.
Guests see what is shared
A client invited as a guest sees only what the firm shares with them.
From the directory
Each space starts from the client already in the firm’s directory.
Walls where they belong
A space stays closed to anyone not added to it.
Each firm isolated
Our rule, tested at every boundary.
No access by our team
No access by our team to your content. There is no support access today; if one ever exists, it will be explicit, limited and recorded.
Included in the founding firms programme
How firms use it.
Accounting firms
Documents for the closing
The client drops statements and invoices in their space.
A team per dossier
The dossier’s conversation, seen only by those who work on it.
Law firms
A matter with the client
The client follows the documents shared with them, nothing else.
Separate matters
Two matters, two spaces, two sets of members.
The rules that apply. On every page of the platform, on every offer.
Our rules for your data- Your rights, never moreOur rule: Vision acts with the permissions of the person asking and of the firm.
- A person’s yes firstOur rule: anything sensitive waits for a person of the firm to approve it.
- Each firm isolatedOur rule: no firm can reach another’s data, and every boundary is checked by automated attempts to cross it.
- Sources cited, steps loggedOur rule: Vision cites the documents it used, and every step of its work goes to the firm’s log.
Questions, answered.
ContactWho sees a dossier conversation?
Only the people added to the dossier. An administrator does not read it unless added.
What does an invited client see?
Only what the firm shares with them in their space.
How do we get client spaces?
Included in the founding firms programme.
Join the founding firms.
Tell us how your firm works: the founders answer you and set Stackeo up with you.