2 min read
What Are Client Workspaces?
Learn how client workspaces fit inside a firm setup and how they differ from one another.
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This article is written for visitors arriving from support chat or first-time setup questions.
What a client workspace is
A client workspace is a distinct workspace linked to a specific client relationship within a firm account.
Why separate client workspaces matter
Separate client workspaces help firms keep records, activity, and planning boundaries clear between clients.
What firms usually do with them
- Onboard clients
- Track client readiness
- Manage client-specific planning activity
- Keep client operations separated by workspace
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