Structured permissions
Access follows roles and responsibilities, not shared logins.
Data principles
Operating data needs discipline
The principles onfirm is built around. We walk through current security practices in detail during evaluation.
Six principles
Clear data ownership
Every client, contract and project record has an accountable owner.
Controlled integrations
Connections to other systems are explicit and reviewable.
Auditable workflows
Approvals and state changes leave a trail you can review.
Role-based visibility
People see the commercial and financial data their role requires.
Intentional AI boundaries
AI works within the context each user is authorized to access.
Engineering
In the product today
- A database per workspace
- Encrypted secrets (AES‑GCM)
- Google & Microsoft SSO
- Scoped API keys
- Signed webhooks
- Audit log
- MCP on/off & read-only
Turn your tools into one system.
Connect clients, sales, contracts, delivery, finance, people and AI into one operating flow.