Glossary

Entity

A structured record of something an organisation works with, such as a client, project, matter, service, contact or decision, with defined fields and relationships.

Entities answer the question what exists? A CSV client list becomes a set of client entities rather than an uploaded file, so AI and people can work with each record directly, and access can be decided field by field.

Example

ABC Limited is a client entity with a company number, year end, responsible manager and status, related to its contacts, its documents and its open requests.