Professional Records

The record workspace

A professional record groups the person, matter, evidence, forms, activity, and governance controls around one durable identity.

• Use structured fields for information that must be reported or searched.
• Attach evidence to the correct record instead of leaving it in chat.
• Use access controls for sensitive or restricted records.
• Review activity and audit history before final decisions.

Record lifecycle

Records move through defined states so responsibility and next actions stay clear.

1. 1
   Create or intake

   Start the record and collect required identity and contextual information.

2. 2
   Assign and review

   Set ownership, permissions, tasks, and required evidence.

3. 3
   Decide

   Record outcomes and the evidence used to reach them.

4. 4
   Retain or close

   Apply retention, export, hold, and deletion policies according to workspace governance.

Record integrations

Governed webhooks can notify external systems using signed, identifier-only events rather than copying record content into delivery payloads.