Have the right document when you need it

The problem

Critical documents live in email, drawers, or someone’s phone. When you need them—doctor visits, emergencies, benefits—nobody can find the latest version.

How Sagebeam helps

• Central vault for medical, legal, and financial documents.
• Access controls so the right people can view or edit.
• Pair documents with tasks and timeline entries for context.

Example

Before an appointment, pull up the latest medication list and advance directive instantly—no more digging through emails or folders.