Sharing

One client, one professional, chosen categories only, always with an expiration date. Revocation is immediate.

Sample sharing. Every person here is fictional. Creating, changing and revoking shares are turned off.

Jordan Example, Esq. (PRO-000001)
Active
Client Avery Sample (CL-000001) · Basic, Contact, 2 selected notes · expires in 23 days
Morgan Placeholder, CPA (PRO-000002)
Revoked — no longer needed
Client Avery Sample (CL-000001) · Basic, 1 document (download allowed) · expires ended

What the professional sees

Only the shared sections — for example name, Client ID, phone, email and two notes (date and text, no author). Nothing else about the client is sent to their browser.