How your client workspace is organized

A client workspace groups everything about your engagement in one private place. You only ever see what has been explicitly shared with you — drafts and internal notes are never visible.

• Messages: the conversation with your HoldField team.
• Documents: files shared with you, each with a recorded version history.
• Legal: NDAs and contracts that need your review or signature.
• Services: the work you have activated or been recommended.

Each area shows only the items shared with your workspace. If something has been revoked or superseded, it disappears from your action list — you never act on a stale document.