Client Management
Centralized client relationships with secure guest access
Manage client profiles, contacts, and projects in one secure workspace. Enable real-time chat with guest login, maintaining full visibility control and audit trails.
Client Management: Complete relationship hub with secure guest collaboration
Unite client profiles, contact directories, and real-time messaging in one permission-aware workspace. HiDesc connects Client Management, Guest Chat, Project Channels, Document Sharing, and Activity Logs—ensuring clear communication while maintaining security boundaries.
Client workspace with controlled guest access
Build comprehensive client profiles storing company details, billing info, and project history. The Contact Directory maintains all stakeholder records with defined roles (Owner, Approver, Finance Contact) and granular permissions per project.
Integrated chat with guest participation
Enable transparent communication between internal teams and clients through project-scoped chat rooms. Guests can reply, upload files, and react to messages based on their permission level.
Activity tracking & audit trails
Every interaction logged: guest invites, file uploads, message edits, access attempts, and permission changes. Full GDPR-compliant audit trail with data retention policies.
Quick actions & workflows
Add contacts to projects, send guest invitations, share project links, and log client notes—all from the contact or client profile view.
Enterprise security with granular permissions
Role-based access control (Admin, Member, Guest) with end-to-end encryption for messages and files. Field-level visibility ensures guests only see intended information.
Advanced integrations & AI features
(Phase 2 Enhancements)All features respect role-based permissions and maintain complete audit trails through Security & Admin controls.
Challenges We Solve
Scattered client communication across email and tools
No central client contact directory
Limited guest access control and visibility
Missing audit trails for client interactions
Disconnected project discussions and files
How We Help
Client Portal with Guest Login
Secure branded portal where clients access their projects via guest accounts
Real-time Client Chat
Project-scoped messaging with guests, file sharing, and threaded discussions
Contact Directory
Centralized database of all client stakeholders with roles and permissions
Activity & Audit Logs
Complete tracking of invites, messages, file uploads, and access attempts