Confidential work. Confident collaboration.

Create a dedicated workspace per client or engagement, with access assigned to the team that needs it. Define who can create workspaces, add a colleague and approve external sharing.

Test separation with representative accounts for two engagements. Include engagement closure, personnel changes and the treatment of retained copies after the workspace is archived.

Design the collection process around the client and the sensitivity of the documents. For example, agree whether the client should use a named account or a controlled upload link, who receives the files and when that access expires.

Test from a client account before launch. Check what the client can see, where uploads land and how your team confirms receipt without exposing other engagement material.

Bring the requirements that apply to your firm and its client engagements, including retention, administrator access, activity logging and the handling of incidents. Set clear ownership for each control.

Review the agreed hosting and support model alongside the configuration. Test a representative access review, document export and restoration so the team can see what evidence the deployment can produce.

Choose between infrastructure you operate and a hosting environment agreed during solution design. Before deployment, we document where primary files and backups reside, who can administer each system and how data is exported or restored.

If your procurement or contracts specify a country, a provider or limits on remote support access, bring those requirements to the design review. We confirm them against the proposed deployment and service terms.