Firm & group: run the team, not just the clients
A firm-wide view on top of “my clients”, AI tasks and notes assigned to teammates, and clear roles. Everyone moves forward, nothing gets lost.
Request a demo→Everyone manages their clients in their own corner.
Firm view AND “my clients”
Switch between your book and the whole firm's — data is partitioned per teammate.
Chaque conseiller ne voit que ses clients ; les responsables voient le cabinet.
Tasks get lost between teammates.
Assigned tasks & notes
Assign a task or a note — including one generated by Lucy — to the right teammate, with follow-up.
Profil de risque à reconfirmer avant le prochain arbitrage.
Everyone has access to everything.
Clear roles
Owner, advisor, assistant: each sees and does what concerns them.
Tout le cabinet · configuration · facturation
Ses clients · KYC, MIF2, LCB-FT
Saisie & documents · pas de validation
Frequently asked questions
How do I manage my team members' roles and access rights?
Three system roles are provided — owner, advisor (cgp) and assistant — with "firm" or "own files" scopes. Each client's visibility is configurable (firm read/write, read-only, or private). Access to a file outside one's scope is blocked, and every action stays traced per user.
How do I share a client file between advisors while keeping traceability?
Client data is centralized at the firm level, and each file's visibility is configurable per client. An advisor on leave or a shared review is handled by adjusting visibility, without duplicating the file. Every view and change stays recorded per user in a tamper-proof log.
What happens when a team member leaves or changes role?
You adjust their role or remove access from the firm's configuration, and the visibility of files they handled is reassigned by setting. Files and their history stay intact: the tamper-proof event log preserves who did what, ensuring continuity and the audit trail.
Ready for the next generation?
See how Junga transforms your firm in a 30-minute demo.
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