Why we built Connect
Sharing project data with clients shouldn't mean emailing AGS files every Friday or handing out licenses to your internal tools.
Blog · 12 March 2026
Every geotechnical team we’ve spoken to has the same problem: how do you share live project data with a client without either emailing them an AGS file every Friday or giving them a license to your internal system?
The email approach means your client is always looking at stale data. The license approach means they can see - and potentially break - things they shouldn’t. Neither is a real solution.
A separate product, not a feature
We could have added a “share” button to Manage. But client access needs fundamentally different permissions, a different auth model, and a different UI. Clients don’t want to learn your internal tools - they want to browse their data and download exports.
That’s why Connect is its own product. It has its own login, its own contact model, and its own permission system. From a client’s perspective, it looks like part of your service - not a third-party tool they need to figure out.
Per-contact permissions
The key design decision was per-contact permissions. You might want one client contact to see everything and export AGS files. Another might just need to check which boreholes are complete. A third might need CSV data but nothing else.
All of that is configurable per contact, per project. Toggle export access, geology overlays, hole status, empty tables, and whether they see all data or just locations. Set it once in Manage and the portal enforces it.
What’s next
Connect is included on all plans - Go gets CSV export, Pro unlocks AGS and PDF. We’re already working on activity notifications so you know when a client has viewed or downloaded data. If you’d like a walkthrough, get in touch.