Client files, off email for good.
A secure client portal where each client gets their own private, branded workspace to exchange documents — encrypted, access-controlled, and with an audit log of exactly who accessed what, and when. The end of attachments flying around inboxes and links nobody remembers to revoke.
Sensitive documents shouldn't live in an inbox.
Most firms still share confidential client files the riskiest way possible: as email attachments and shared links that get forwarded, never expire, and can't be tracked. Nobody can say for certain who has a copy or who's opened it. This demo shows the alternative — a portal where every client has a private, isolated workspace, documents are exchanged securely instead of emailed, and every access is logged. It feels organised and premium to your client, and it lets you finally answer “who has seen this?” with certainty instead of a shrug.
A private home for every client relationship.
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Per-client workspaces
Each client sees only their own space — never another client's files, never your internal ones. Isolation enforced by the system, not by hope.
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Secure document exchange
Upload, download, and sign in one place — encrypted, with links that expire and revoke, instead of attachments that live forever.
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A complete audit log
Every upload, download, view, and share recorded — append-only — so 'who accessed this, and when?' is a search, not a guess.
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Your brand, your domain
The client's whole experience carries your name and look — a polished, white-label portal, not a third-party badge.
From first invite to a full audit trail.
- 1InviteCreate their space
- 2Sign inSecure access
- 3ShareDocuments, safely
- 4CollaborateUpload & e-sign
- 5AuditLogged automatically
You invite a client and their private workspace is created; they sign in securely; documents are shared and exchanged in that space rather than over email; both sides upload, download, and e-sign; and every action writes itself to the audit log. The whole relationship's paper trail lives in one secure, accountable place.
Know exactly who saw what.
Secure by design, branded as yours, and accountable down to every access.
The end of the attachment chain.
No more “please find attached”, no more chasing the latest version, no more wondering whether a file went to the right person. Both sides exchange documents in the client's secure space — upload, download, and e-sign — with one current version and links that you control rather than ones that outlive the relationship.
- Two-way exchange — upload, download, and e-sign
- One current version, no email-thread confusion
- Links that expire and revoke, not ones that live forever
Accountable down to every access.
When the documents are confidential, “I think they got it” isn't good enough. Every upload, download, view, and permission change is recorded on an append-only log, and access is controlled so each person reaches only what they should. So when a client or a compliance review asks who saw a file and when, you have the answer — exactly, and provably.
- Append-only log of every access and change
- Granular access control — least privilege by default
- Encrypted in transit and at rest
When the documents really matter.
Law and accounting firms
Where confidentiality and a defensible record of who accessed what aren't optional — they're the job.
Agencies and consultancies
Where a polished, branded client space makes the work feel premium and keeps every deliverable in one organised home.
Any firm handling sensitive files
Healthcare, finance, advisory — anyone for whom a document in the wrong inbox is a serious problem, not an inconvenience.
A portal your clients trust.
Private, secure, and unmistakably yours — from the first login on.
The things firms ask first.
Give every client a secure front door.
This Demo Lab build shows the pattern — per-client workspaces, secure sharing, a full audit log. Tell us how your firm handles client documents today, and we'll scope a portal with your branding, your security requirements, and your systems.