One secure workspace for your entire organization
Bring your documents, knowledge, forms and teams together in a workspace that reads the paperwork, remembers the deadlines and answers your people’s questions — built for growing businesses, configured for your industry.
Workspace is configured with you — [email protected]
Everything a growing organization has to keep straight
Contracts, records, procedures, requests, renewals — the record of the work. Workspace gives it one secure home that understands what it’s holding.
Centralized documentation
Every department's documents in permissioned libraries — contracts, records, policies and paperwork with one home instead of five.
Documents that read themselves
Upload a contract, an invoice or a filing and Haven IQ pulls the parties, dates and details. Your team reviews — nothing counts until a person confirms.
Smart Forms
Intake packets, checklists, requests and agreements that fill themselves from what your workspace already knows.
Operational knowledge
Policies, procedures and playbooks indexed so people get the current document as an answer — not a folder to dig through.
Secure collaboration
Departments, teams and clear ownership. Everyone works in the same workspace, in their own lane.
Industry workspaces
Law firm, healthcare, construction, nonprofit and IT bundles — vocabulary, structure and forms that match how you already work.
Role-based access
Roles from Owner to Viewer inherit cleanly across departments, libraries and folders — with the grants on record.
Security throughout
Encryption in transit and at rest, MFA, audit logging and sensitive-field masking — the posture is the product.
Fast to deploy
Your workspace arrives configured — departments, libraries, roles and forms ready before the first sign-in. Days, not quarters.
A workspace that speaks your industry
Each industry bundle configures the vocabulary, structure, forms and knowledge your field expects — ready on day one, tailored with you.
Law firms
Clients, matters, conflict checks and firm knowledge for firms of any size.
- — Matters carry their documents, deadlines, court details and staffing
- — Conflict checks screen the whole book — including former and archived clients
- — Filings are read on upload: parties, dates and deadlines surfaced for review
Client intake · conflict checks · engagement letters · discovery · deadlines
Learn more
Healthcare
Patients, encounters, intake forms and clinical knowledge for clinics and care providers.
- — Every patient record — contacts, coverage, care team — in one packet
- — Registration, consents and histories as fillable Smart Forms
- — Clinical guidelines and office procedures, indexed and answerable
Patient intake · consents · insurance verification · referrals · records requests
Learn more
Construction & trades
Customers, projects, the plan room and field paperwork for contractors and builders.
- — Projects carry their plans, permits, submittals and daily reports
- — Daily reports, safety checklists and change orders as Smart Forms
- — OSHA programs, code references and installation standards on hand
Daily reports · safety checklists · change orders · punch lists · closeout
Learn more
Nonprofits
Programs, constituents, grant files and governance for charities and community organizations.
- — Programs carry their plans, enrollments, outcomes and grant numbers
- — Volunteer applications, waivers and intake as Smart Forms
- — Grant deadlines, board minutes and 990s where auditors expect them
Volunteer intake · grant applications · client enrollment · board governance · reporting
Learn more
IT operations
Services, customers, runbooks and change records for IT departments and MSPs.
- — Services carry their documentation, changes, incidents and dependencies
- — Change requests, incident reports and access requests as Smart Forms
- — Runbooks and recovery procedures answerable when it's 2 a.m.
Change requests · incident reports · access requests · onboarding · DR tests
Learn more
More on the way
Industry configurations are how Workspace grows. Next up, in no promised order:
- Insurance
- Accounting
- Real estate
- Education
- Financial services
- Manufacturing
- Government
Coming soon · General business is available today
The Workspace feature set
- Secure file repository
- Document ingestion & extraction
- Smart Forms
- Knowledge base
- Industry templates
- Operational dashboards
- Advanced search
- Role permissions
- Audit logs
- Encryption
- Version history
- Secure downloads
File storage keeps files. Workspace understands them.
Shared drives, cloud folders and intranets all store documents. The difference is what happens after the upload.
| Capability | Shared drives | Cloud storage | Portals & intranets | Haven IQ Workspace |
|---|---|---|---|---|
| Files stored securely | Yes | Yes | Yes | Yes |
| Documents read & understood | — | — | — | Read on upload, confirmed by you |
| Smart Forms | — | — | Add-ons | Built in, filled from your records |
| Knowledge that answers questions | — | — | Keyword search | Indexed and answerable |
| Industry configuration | — | — | A consulting project | Included templates |
| Roles & audit trail | Folder permissions | Link sharing | Yes, with effort | Roles, grants & audit log |
| Getting started | You build it | You build it | You (or consultants) build it | Configured with you |
Growing organizations, not global rollouts
Workspace is for teams that measure headcount in tens — startups, firms, practices, crews and departments that need real structure without an implementation year.
Startups
Structure from day one, before the mess compounds.
Growing teams
The filing system that keeps up when headcount doubles.
Professional firms
Client records, engagements and work product in order.
Law firms
Matters, conflict checks and firm knowledge.
Medical practices
Patients, intake paperwork and clinical knowledge.
Contractors
Projects, plans and field paperwork, from bid to closeout.
Nonprofits
Programs, grants, volunteers and governance.
Technology companies
Runbooks, changes, vendors and operational memory.
From first call to moved in
Step 1
Request a demo
Tell us who you are and what your team manages. We'll show you a workspace configured for your industry — not a generic tour.
Step 2
Discovery call
Your documents, your departments, your compliance requirements. We map what your workspace needs to hold and who needs to see what.
Step 3
We configure your workspace
Departments, libraries, roles, form templates and knowledge categories — set up for your organization and industry before anyone signs in.
Step 4
Your team moves in
Upload what you have. Haven IQ reads it, your people confirm it, and the workspace fills in from real work.
Your organization’s records deserve this much care
Encryption
In transit and at rest, with field-level encryption for the most sensitive values.
Multi-factor authentication
TOTP-based MFA with recovery codes, enforced where you need it.
Role-based permissions
Roles, departments, teams and per-library grants — least privilege by structure.
Audit logging
An immutable record of sensitive actions across the workspace.
Secure cloud storage
Access-controlled storage with one authenticated download path for every file.
Privacy by design
Data practices built for GDPR-era expectations, documented in plain English.
We document our security posture — including SOC 2 readiness work — in plain English on the security page, and we’ll walk through your compliance requirements honestly on the discovery call. No invented badges.
Before you write to us
Can we sign up for Workspace online?
Not yet, on purpose. Every Workspace is configured for its organization and industry — departments, libraries, roles and forms — so it starts with a conversation. Write to [email protected] or use the contact form and we'll set up a demo.
Which industries does Workspace support?
Dedicated configurations ship today for law firms, healthcare practices, construction and trades, nonprofits, and IT operations — plus a general business structure that fits most companies. Insurance, accounting, real estate, education, financial services, manufacturing and government configurations are on the roadmap.
What if we don't fit an industry template?
The general business workspace — departments, libraries, knowledge and forms — fits most organizations, and every template is a starting point we tailor with you, not a box.
How is Workspace different from the Personal and Family plans?
Same secure foundation, different shape: Workspace adds departments, document libraries, role-based grants, teams, audit logging, industry vocabulary and administration — the structure organizations need that a household doesn't.
How long does onboarding take?
Typically days. The industry bundles arrive pre-configured; the discovery call tailors them; your team starts by uploading the documents they already have.
What does Workspace cost?
Pricing is tailored to your organization's size and needs — that's part of the sales conversation. There's no seat ceiling on Workspace.
Haven IQ Workspace
Bring your organization into one secure workspace
Workspace starts with a conversation. Tell us about your team and your industry, and we’ll help configure Haven IQ specifically for your organization — departments, libraries, forms and roles ready before your team signs in.
Or write to us directly — [email protected]