Holstead
Internal

Phase 2 · Documents

Document vault

Trust deeds, constitutions, shareholder agreements, IP licences, services agreements, Div 7A loans, insurance certificates, ASIC forms. Per-entity vault with categorisation, sensitivity tagging, and automatic expiry tracking that creates obligations.

All documents

Coming in Phase 2

Live wiring: drag-and-drop upload to Supabase Storage, automatic categorisation suggestions, per-entity vault navigation, Postgres full-text search across documents, expiry-date tracking that auto-creates compliance obligations, sensitivity-based advisor visibility (per Section J permissions model).