The Client Space gives consultants a branded, secure portal to share reports, deliverables, and documents with clients. Stop relying on email attachments and generic cloud links.
Every client gets their own private storage. Download links expire automatically after 15 minutes. Built-in access controls prevent any cross-client access.
Your consulting brand, not a file hosting service. Custom logo, colors, subdomain, and custom domain support on Pro and Extreme plans.
Clients preview PDFs, images, and presentations right in the browser. No need to download files just to review them.
Each client gets their own space with folders. Keep reports, contracts, and deliverables organized and easy to find.
Clients receive a branded email when you upload new documents. No need to follow up asking if they got the file.
MFA is available at every user level. Protect sensitive client data with an extra layer of security.
Collect engagement details, compliance questionnaires, and project scopes through built-in forms. Auto-assign to new clients, track due dates, and export responses to CSV.