Stop emailing PDFs. Give clients a real portal.
Documents, updates, requests, and payments — permissioned, tracked, and branded.
Where teams get stuck without this.
These are the recurring patterns we hear on discovery calls — and the ones this solution is built to end.
Google Drive links dying in inboxes.
You can't prove what was shared, when.
Invoices sent by a different tool.
You don't know what got read.
Every part built to production standard.
One workspace per account, permissioned.
Versioning, expiry, watermarking, downloads.
Client uploads, forms, approvals.
In-portal Stripe or Razorpay with GST.
Every action logged, exportable.
Email + WhatsApp updates without spam.
How we build it with you.
- Step 1Model the engagement
Docs, milestones, invoicing patterns.
- Step 2Design
Portal that clients want to open.
- Step 3Build
Workspaces, docs, requests, payments.
- Step 4Migrate clients
From Drive / Notion / email.
- Step 5Iterate
Reduce recurring email topics.
"Our clients say it's the best onboarding they've ever had."
Yes — full-brand, on your subdomain.
What to know before you buy.
Share the right files with the right people.
A client portal fails when everyone sees everything or nobody can find anything.
Each client gets their own container with branded access URL.
CEO, finance, legal, and operations each see only the documents relevant to them.
Set link expiry, download limits, and instant revocation when engagement ends.
Log every view, download, and upload with timestamp and IP for compliance.
Keep versions straight and data safe.
Document chaos is the fastest way to erode client confidence.
Keep a single current version and an accessible archive of older versions.
Add viewer-specific watermarks to sensitive PDFs to deter leaks.
Scan every client upload before it is available to internal users.
Auto-archive or delete files after a defined period post-engagement.
Let's scope your data room & client portal.
30-minute discovery call. No decks, no pitch — just a working plan for what to build and how it pays back.