Workspace/Settings
Demo workspaceFind in documents

YOUR SHARED WORKSPACE

A good foundation for your HOA.

Manage who can help, and understand where your information lives.

Board & management access

Each association maps to one Client Explorer group. Group owners can grant board or management access to existing group users.

Access management is available after connecting a real HOA. Owners and residents do not need user accounts.

Where your data lives

Documents & extracted text
In this browser and your chosen local folder. Google Drive originals remain in Drive.
Processing & AI models
Browser AI workers run locally. Models must be downloaded and ready on this device.
Governance records
Prisma/Postgres, scoped to your HOA with encrypted application text.
Optional embedding sync
Only vectors and source identifiers. Text and original files never go to the application server.

Connection

You’re exploring the sample workspace.