Keep each block separate. Manage your firm as one.
Enterprise Mode brings your environments under one banner, while keeping each block fully isolated. Your data never mixes. You remain in full control.
Environment selector
St-Pierre & Associates Firm
Quebec Team
8 users
Montreal Team
12 users
Ontario Branch
5 users
Who has access to what, again?
Your firm is growing. You have multiple teams, maybe multiple offices. But your tools haven't kept up. Permissions overlap. You're never certain the right people see the right files. And when the audit comes, you spend hours piecing together who did what, where, and when.
Traditional tools force an impossible choice: everyone sees everything (risky), or you manage separate accounts (nightmare). There's a better way.
The Laylah advantage
Isolated by design. Unified by control.
Each business unit, team, branch, or subsidiary lives in its own space. Data never mixes. Access is clear. Roles, permissions, and traceability are all centralized.
It's the end of the trade-off between security and visibility.
St-Pierre & Associates Firm
Team A
Team B
Team C
Branch
Acquisition
How it works
Simple mechanics for controlled complexity
Isolated spaces
Each business unit operates in its own environment. Data never overlaps.
One user, multiple accesses
Your employees access authorized spaces without multiple logins. No extra fees per space.
Centralized control
Manage roles, permissions and access from a single place. Complete traceability.
Seamless migration
Convert your existing spaces. No data loss, no rebuilding.
Book of business transfer
Move client blocks between Laylah environments, within your firm or with external partners. Contacts profiles and documents follow automatically.
Contact sharing
Share contacts between environments. Perfect for shared clients between teams or cross-referrals between advisors.
For who
For firms with multiple teams or business units.
Your resources. Your own clients.
Do you share an assistant or administrative staff with other advisors? Enterprise Mode ensures your client data stays yours. Your team accesses what they need, nothing more.
Multiple offices. One management.
Each branch keeps its autonomy and data. You keep a clear overview and consistent standards, without multiplying systems or losing control. No more juggling between separate systems.
Standardize without stifling.
Implement consistent processes while respecting the reality of each business unit. Enhanced compliance, without excessive rigidity.
The concrete results
What Enterprise Mode changes for your firm
- Simplified management
- A single entry point for all your spaces. No more multiple logins or disconnected tools.
- Business value, made tangible
- Your blocks of business become structured assets. Measurable. Transferable.
- Predictable pricing
- Each user is billed only once, regardless of how many environments they have access to.
- Built for growth
- Add teams, open new offices, or complete an acquisition. Integrate seamlessly, without rebuilding your systems.
You’re supported, at every step.
Enterprise Mode adapts to your structure, not the other way around. Our team helps you set it up at your pace, with assisted migration, tailored configuration, and team training. You stay in control at all times.
Ready to structure your growth?
Enterprise Mode is available with the Expansion plan. Let's talk about your firm.