Agencies
Client work with walls between clients.
One team, many clients, and no leakage. What belongs to one client never becomes part of another’s memory or reports.
Each client is a separate tenant.
A workspace is the security boundary. Give each client their own, with their own memory, connections and records. Your team moves between them. The data does not.
- Memory is scoped to the tenant it came from
- Connections and credentials stay inside one workspace
- Per-client CRM tenants for pipeline and contacts
Client-confidential stays client-confidential.
Brigham.ai never summarizes one client’s data into another tenant’s memory. Nothing it learns in one workspace is written to another.
Ask it
Things agencies ask.
- ›“What is open for this client this week?”
- ›“Draft the monthly report for this client from their own data.”
- ›“Which clients have approvals waiting on us?”
- ›“Summarize this client’s last three calls and the decisions made.”
- ›“Which client campaigns are off pace?”
- ›“Prep me for the quarterly review with this client.”
- ›“What did we deliver for this client last month?”
Where the walls sit.
Questions about agency use.
Can one client see another?
No. Workspaces are the isolation boundary, and nothing crosses it.
Can my team work across clients?
Yes. Staff are granted access to each client workspace separately.
Is a cross-client portfolio view possible?
Yes. Cross-workspace views are available through portfolios, with independent authorization in each company.
Keep reading.
Serve every client without mixing them up.
Get started and tell us how you separate clients.