Collaboration | Mesh ID

Collaborate via Projects

Projects are the shared workspace. Internally, invite colleagues to work on the same project. Externally, bring in the client, advisors, or any other stakeholder. Everyone sees what their role requires and nothing more.

Invite colleagues to collaborate internally on any project

Invite the end client, advisors, or other stakeholders with scoped access

All activity tracked against the same project record

Role-based visibility so each participant sees only what they need

Your workflow, their way

Not every client relationship works the same way. Workflows can be client-led, provider-led, or hybrid. In hybrid mode, your firm prefills everything it already knows and the client only completes what is missing. Pick the mode that fits the relationship.

Client-led: the client drives the entire workflow at their pace

Provider-led: your firm controls and completes the workflow on the client's behalf

Hybrid: your firm prefills what it already knows, client only fills the gaps

Different parts of the process can be delegated to different people

Structured collaboration without losing control

Internal team collaboration

Invite colleagues to a project, assign tasks, and track progress. Your team works from one shared record without duplicating effort or losing context.

External project access

Clients and third parties join the project with access scoped to their role. They see what they need to action and nothing beyond that.

Hybrid workflows

Prefill everything you already know. The client only completes the missing pieces. Less friction, fewer errors, faster completion.

Delegation

Assign specific steps or sections to specific people. UBO verification goes directly to the UBO. The right request reaches the right person without manual coordination.

External advisors in the flow

Clients can invite their own advisors or lawyers into relevant workflow steps. External parties participate directly in the process rather than operating on the side.

Full audit trail

Every action by every participant is logged, attributed, and timestamped. Internal or external, every contribution is on record and available for review.

Role-based access

Each participant sees only what is relevant to their role. Internal reviewers get the full picture. External parties see only their section. No information leakage and no configuration overhead for each new participant.

Access scoped to the participant's role in the workflow

External parties cannot see what is not theirs to complete

Internal team access controlled by your firm's permission model

Nothing falls through

Task delegation, reminders, and progress tracking mean nothing stalls. The right person gets the request. If it sits too long, it escalates. Your team always knows what is waiting and what is blocking.

Automated reminders when tasks are pending or overdue

Real-time progress visibility across all active projects

Clear ownership for every step, so there is no ambiguity about who acts next

The right people, in the right step, at the right time