For Organizations

Built for teams & agencies.

Govern ProofCall™ across authorized teams through role-based administration, organization-defined policies, evidence controls, and auditable access.

BUILT TO SCALE

Built for scale, with
the right controls.

Manage your organization with flexible roles, secure access, and enterprise-grade controls — designed for scale, security and operational efficiency.

Roles & permissions

Control who can create, view, or export records.

Centralized retention

Set organization-wide policies for how long evidence is stored.

Usage oversight

See session activity and evidence health across your organization.

Organization Onboarding & Support

Dedicated onboarding and support options for approved organization plans and deployments.

BUILT TO SCALE

Secure identities. Defined roles. Complete control.

Extend ProofCall™ across authorized teams with role-based governance, configurable policies, and evidence controls built for organizational scale.

KYC / KYB Verification

Approved KYC/KYB workflows support identity and entity verification, including business-registry, beneficial ownership, and authority checks through configured verification providers and data sources.

Authority & Credentials

Verify legal authority, licenses, professional credentials, bar admissions, delegated authority, and other role-specific qualifications through configured sources and approval workflows. Verification results remain attributable within the audit trail.

Role-Based Access Control

Granular permission hierarchies enforce role- and context-scoped access under least-privilege principles across the organization.

Multi-Role Personas

Verified users may operate through multiple authorized personas while each persona retains its own permission set, context, audit boundary, and evidence namespace.

Context Isolation

Tenant and persona/context isolation restrict unauthorized cross-context visibility and preserve separate evidence namespaces for matters, cases, departments, organizations, and professional roles.

Institutional Admin Portal

Centralized workspace for team provisioning, role administration, policy enforcement, device and access oversight, retention settings, audit review, and supported enterprise identity integrations.

Sarah Wilson (Host)

James Lee (Participant)

Williams (Witness)

VERIFIED INTERACTIONS

Authorized people. Real
conversations.

Bring the right people together — verified, authorized and supported by consent — for secure, multi-party interactions, wherever they are.
Verified Participants

Identity + role verified.

Consent & Authority

Explicit consent and authorization.

Multi-Party Support

Add team members, witnesses or advisors.

VERIFIED INTERACTIONS

Authorized people. Real
conversations.

Bring the right people together — verified, authorized and
supported by consent — for secure, multi-party
interactions, wherever they are.

Capture

Add documents and details.

Review

Annotate & collaborate.

Share

With authorized participants.

Sign / Acknowledge

Complete with digital
assurance.

Evidence Manifest

Lists all relevant evidence and information.

ProofVault

Governed Evidence Management

Provenance

Tracks source and origin of records.

Preservation

Long-term, tamper-proof storage.

Chain of Custody

traceability.

Evidence Manifest

Lists all relevant evidence and information.

Provenance

Tracks source and origin of records.

Preservation

Long-term, tamper-proof storage.

Chain of Custody

traceability.

EVIDENCE MANAGEMENT

ProofVault™ keeps your evidence connected.

All relevant evidence, context and metadata are linked together and preserved — for complete traceability and long-term integrity.

GOVERNANCE & COMPLIANCE

Stay compliant. Always.

Built-in governance tools help you enforce policies, meet regulatory requirements and maintain complete auditability across your organization.
Compliance Console

Monitor and enforce policies.

Retention & Governance

Manage lifecycle and retention rules.

Legal Hold

Preserve important records.

Audit

Track activity and ensure accountability.

Preserved Evidence
Authorized Access
Controlled Export
Preserved Evidence

CONTROLLED OUTPUT

The right evidence. To the right people.

Access, review and export evidence in a controlled way — with complete audit trails and accountability.

INSTITUTIONAL ADMIN PORTAL

Your organization's control center.

Manage users, evidence, compliance and more — all in one place.

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