Single sign-on, role-based access on every screen, encryption end to end, and a complete audit trail. Privacy isn't a setting here — it's a brand value.
The same controls that keep your team's work safe keep your clients' data safe — because it's all one record.
Bring your own identity provider. SSO and SCIM keep access in lockstep with your directory — joiners and leavers included.
Every screen respects who is looking. Clients, guests, and staff each see exactly what their role allows — nothing more.
Data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Secrets and keys are managed, rotated, and never logged.
Who changed what, and when — captured on every record. The audit log is the same one that settles client disputes.
Export or delete your workspace at any time. We never sell data, and client data is never used to train shared models.
Hosted on tier-1 cloud infrastructure with encrypted backups, monitoring, and a tested recovery plan.
Whether it's your security team or your client's, the paperwork is ready — so a review speeds the deal instead of stalling it.
Independently audited security controls.
Data Processing Agreement available on request.
Choose where your workspace data lives.
The least-revealing view wins. Client portals expose only what is theirs, and internal notes stay internal.
Max never sends anything externally or acts on its own. Every suggestion waits for a person to approve — and AI can be turned off entirely.
Staff access is scoped to need. Granular roles mean no one sees more of a client engagement than their job requires.
Approvals, signatures, and changes are time-stamped and immutable — a defensible history for every decision.
We'll walk your team — or your client's — through how Align handles access, data, and audit, on a real workspace.