Field NotesAn office that owns the vault
An office that owns the vault
Teams keep client files they can export — agents propose, partners approve.
A twelve-person firm stopped treating chat as the system of record. Client notes, delivery promises, and operating procedures lived in an owned vault. Agents could draft a weekly brief; a named partner had to accept it before it became the file.
New hires stopped hunting for the real version. Clients who left still received an export. Intimate material was not trained into a distant model by default.
Serious work needs the same privacy and review as a household calendar — with partners, clients, and a trail that survives the scroll.