Client portal, billing, and audited documents in one controlled system.
Built for businesses handling sensitive data and real deadlines.
Replace Drive/Dropbox, email attachments, spreadsheets, and scattered client portals.
$99 per user / month
30-day free trial. No credit card required.
Give clients a secure place to view invoices, upload files, and access shared documents.
No more email attachments. No more "which version is current?"
500 clients included per user.
Centralize invoices, payment history, and customer records (in one place).
Clients see their own billing without email back-and-forth. You see who owes what.
Encrypted uploads. Full version history. Complete audit trail.
See who accessed what, who changed what, and when.
Nothing important disappears.
1. Create your workspace - Sign up, name your business, invite your team.
2. Add clients and matters - Import existing clients or start fresh. Organize by client, matter, project, or job.
3. Work in one place - Share files, send invoices, track payments. Clients log in to their portal. You stay in control.
Client portals for document exchange. Matter-based organization. Audited access logs for compliance. SOC 2 Type II roadmap for firms that require it.
Secure file collection. Centralized billing. Client self-service for documents and payment history.
Job-based records. Document control for plans and permits. Client access without email chaos.
Law: Estate Planning, Family Law, Bankruptcy. Accounting: Tax Prep. Contracting: General Contracting.
Start with a proven setup - or build your own.
Yes. All files are encrypted in transit and at rest. Role-based access controls. Full audit trail on every document and record.
SOC 2 Type II is on our roadmap for firms with formal vendor security reviews.
Most firms are up and running in under an hour. Import existing client lists or start fresh. No IT department required.
500 clients included per user. Unlimited documents (reasonable use). Unlimited matters/projects. No per-client fees.
$99 per user / month. 30-day free trial. No credit card required. Cancel anytime.
Sign in to your workspace