FirmFirm workspace
Client records

What needs document attention?

Authorized client scope · one safe action

Next safe step

Checking document work

MacroGuru is checking current records, security state, and required human review.

Explore document recordsClient scope, current files, storage, archives, and export
Documents
0visible in this workspace
Storage
0 BNo allowance
Processing
0scanning or extracting
Review
0require human review

Current documents

0 records
DocumentTypeVersionSizeStatusUpdatedActions

Upload document

Storage available—
A clear name for the client record.
Used to route review and extraction.
Why this document belongs in the vault.

Transfer queue

No transfers in this browser.

Files are unavailable until security review is complete.

Document upload is being activated

The vault remains available for approved records.

New files stay locked until every intake safeguard is ready.

Document

Preparing previewAccess is checked before every view.

Review extracted holding

Search archives

Archive access lasts 15 minutes and is audited.

Archive document

The file and every version remain preserved. It will leave ordinary search and M.