3 min read
How Firm Workspaces Work
A practical overview of firm accounts, staff access, branding, client workspaces, and operational controls.
Help article
This article is written for visitors arriving from support chat or first-time setup questions.
What a firm workspace is
A firm workspace is a professional operating environment for staff and client-vault administration under one firm account.
What firms can manage
- Firm branding
- Staff access
- Client workspaces
- Administrative controls
- Firm billing
How it differs from a personal vault
A firm workspace is not just one individual vault with extra people. It is designed for organizational management, client onboarding, and operational oversight.
Still need help?
If the article does not answer your question, open support and send the next practical question. Do not share passwords, recovery codes, or vault secrets in chat.