The Client Space is designed to get out of your way. Set up your branded portal and start sharing files with clients in four simple steps.
Create your account in under 2 minutes. Upload your logo, choose your brand colors, and pick your custom subdomain. Your client portal is ready to go.
Add clients from your dashboard. They'll receive a branded email invitation with their portal login credentials. Organize each client into their own secure space.
Drag and drop files directly into a client's space or organized folders. Your clients are notified automatically when new files are available.
Your clients log into their branded portal to browse files, preview documents, images, and videos inline, and download what they need. Simple and professional.
Build onboarding questionnaires and intake forms. Auto-assign them to new clients so they're ready to fill out the moment they log in. Track responses from your dashboard and export to CSV.