# One archive for every document, message and call

Every communication and document the firm sends or receives lands in one encrypted archive. It is the system of record: the CRM's activity history is written from it, reviewers search it, and exports come out of it with a receipt.

## Every channel, one archive
Email, texts and picture messages, phone calls, video meetings, documents, faxes, physical mail, chats and social messages are captured as they happen. Websites the firm publishes are snapshotted too. Each item is stored encrypted, indexed for search and kept with its participants, its time and its channel. The archive takes what each connected service sends it; it never reaches into a mailbox or a phone on its own, and the same item is never filed twice.

## Search across everything at once
Staff and reviewers search across every channel from one box: by person, by date, by channel or by matter. The result is a timeline, with the original message or document one click away. An email opens exactly as it was sent, attachments included, and the original file can be downloaded for a regulator or a court. Recordings open only for people with the specific right to hear them, and every such access is written down.

## The CRM's history comes from the archive
The archive is the only source of captured communications on the household record. When a message arrives, the archive matches it to the people it knows and writes the touchpoint; staff never log a captured call or email by hand. A message that cannot be matched with confidence waits for a person to assign it. When a contact becomes a client, their earlier history is filed to the new record, and a daily check keeps the two in agreement.

## Retention and holds
Retention rules are versioned, so the firm can show which rule applied to a record and when. The retention plan for each item is set as it arrives. A named hold keeps everything it covers, whatever the retention rule says, until someone with the right to lift it does so. When a record finally leaves, only a content-free receipt remains, so the firm can prove what was kept and for how long. There is no delete button for an advisor.

## Export with a receipt
A governed export produces a complete bundle of the records a request covers, with a readiness receipt that lists what is in it. Producing one needs the right permission, a fresh decision recorded in the CRM, and an audit entry. Filings sent to tax authorities ask the archive for a custody receipt, so the firm can show the exact document that was filed. Nothing leaves the archive without a record of who asked and why.

## Website snapshots
The firm's own websites are crawled on a schedule. Each page version is kept with a screenshot, and two versions can be compared side by side to see exactly what changed. A manager's or a partner's website can be watched the same way, so a quiet change in a disclosure or a fee page stands out. Snapshots sit in the same archive as the firm's messages, under the same retention rules.

## Supervision where the work happens
Supervisors review work in the workbench where it was done, and each approval is stored with the item it approves. Signed documents, delivered reports and approved marketing pieces are filed with their approvals, so the record shows who said yes and when. Read how the [practice side](/practice) uses the archive every day, see [Security & Control](/trust) for how access works, or [talk with us](/contact).