Contacts and Companies

Companies are folder-backed workspaces. Contacts are records for people, with explicit links to companies and optional workspace folders.

What that means in practice

  • each company can own related files, notes, chats, tasks, and other artifacts
  • each contact can link to companies, workspaces, and related context without pretending the person is a folder
  • the views present relationship data as structured lists without turning it into free-form notes

Common scopes users see

The explorer views commonly expose:

  • All
  • My
  • Repo

Those scopes help users switch between shared entity work and their own private or personal-ownership context.

Why this matters

If teams keep companies as workspaces and contacts as clean records, they gain:

  • better search and handoff behavior
  • less duplicate stakeholder tracking
  • clearer ownership for related documents and conversations

Guardrails

  • keep one canonical entity per real person or company
  • create contact workspaces only when there is real person-specific work to store
  • retire duplicates quickly
  • do not fall back to free-form notes when an entity view is the correct model