Every tool you need. Nothing you don't.
A focused platform for people who handle sensitive, structured work. No feature bloat — everything below is included on the free tier.
Built around how you actually work
Case management
Create structured case records with titles, descriptions, status, priority, and tags. Assign team members with specific roles and keep everything in one controlled workspace.
File management
Upload, annotate, and organise documents within each case. Per-file access controls let you decide who can see what. Every file access is logged with who and when.
Contact management
Store structured contact information and link contacts to one or more cases. Keep relationships visible across all your matters so nothing falls through the cracks.
Internal messaging
Secure messaging between team members — completely separate from email, logged as part of the case record, and kept inside your workspace where it belongs.
Notifications & reminders
Stay on top of case activity with notifications for new actions, file uploads, and team updates. Set reminders for important deadlines so nothing slips.
Full-text search
Find cases, files, contacts, and activity across your entire workspace instantly. Powerful search that respects your access permissions.
Security controls you can actually see
Every security feature is visible, configurable, and documented — not hidden in a settings menu you'll never find.
Two-factor authentication
TOTP-based 2FA compatible with Google Authenticator and Authy. Full hardware security key support via WebAuthn/FIDO2. Both methods available on every account.
Full audit trail
Every login attempt, file access, case action, role change, and permission update is logged with a timestamp, user identity, and context. Immutable, reviewable, always on.
Role-based access (RBAC)
Granular permissions at the case level. Assign specific roles to team members — read-only, editor, manager — with inheritance and override support per case.
Session & form protection
CSRF protection on all forms. Automatic session timeout on inactivity. bcrypt password hashing. TLS-encrypted connections. Files encrypted at rest.
Controlled sharing, inside and out
Share with your team or with clients — with complete control over who sees what.
Secure file sharing
Generate per-file share links with optional expiry, password protection, and view-only access. Every link access is logged. Share specific files without exposing the full case.
Client portal
Share a read-only case view with clients or external reviewers. They see exactly what you choose to show them — nothing more, nothing less.
Team collaboration
Invite team members to cases with specific roles. Comments, tasks, and file activity all tracked per person. Works for teams from 2 to 50+.
See it in action. The live demo loads a real PI workspace — cases, contacts, tasks, audit trail — no sign-up needed.
Try live demoBuilt for teams, not just individuals
Organisation workspaces
Create a shared workspace for your team. Shared cases, files, and contacts all in one place, with centralised admin controls.
Workspace messaging
Internal team channels for organisation-wide communication — separate from case-specific messaging, but just as secure and logged.
Analytics & reporting
Cases opened vs closed over time, status and importance breakdowns, and a geographic map view for field work. No setup required.