Matters, documents, compliance, e-signatures, and client delivery - built from the ground up to weave AI intelligence into every workflow.
From first client contact to signed document - managed in one place.
Process, pipeline, or kanban - with step gates, document requirements, and stakeholder tracking built in.
The AI understands your entities, ownership chains, and compliance requirements. Every tool is contextual to your workspace.
Contextual to your matters, tables, and documents - not a generic chatbot.
Background workers that extract data, generate documents, and run analysis.
Find anything across your workspace with AI-powered retrieval.
Connect to any agent including Claude Code. Your workspace becomes the tool layer.
What is the UBO structure for Athena Holdings?
Athena Holdings has 3 beneficial owners above the 25% threshold:
One platform for every part of your practice. No more juggling tools that don't talk to each other.
Structure any workflow as a board with step gates, document requirements, and progressive data accumulation.
Full DOCX round-tripping, template packs with auto-filled variables, and version history.
Built-in CRM with 25 field types, formulas, lookups, and linked records.
Branded portal for forms, progress tracking, and document access. No account required.
KYC scoring, UBO computation, risk assessment, and identity resolution across workspaces.
Native signing with field placement, identity verification, and tamper-evident audit trail.
26 widget types including charts, metrics, and activity feeds on a drag-and-drop canvas.
Visual builder with 26 step types, triggers, approvals, conditional logic, and cross-matter chaining.
HubSpot, Xero, PandaDoc, Fireflies, Intercom, Trello, Calendly, and more.
Full audit trail, single sign-on, SCIM provisioning, and per-workspace data isolation from day one.
Configurable retention tiers with archive-before-delete
Granular permissions per role and workspace
AES-256-GCM for all stored files and sensitive data
SAML 2.0, OIDC, and automated user provisioning
Complete per-workspace separation and tenant boundaries
Security-first architecture across every layer
Book a 20-minute walkthrough. We will show you exactly how Opbox fits your practice.