How it works
Get started in minutes. No complex setup required.
Create Your Client
Add a new client in seconds. Organize them with custom categories and set their status.
Set Up Projects
Create projects for each client. Add descriptions, dates, and track progress with status updates.
Share Files & Notes
Upload files and add notes. Your clients get automatic email notifications when you share something new.
Client Access
Clients access their branded portal with a simple link. No complex logins or passwords required.
Everything you need
A complete solution for managing client relationships
Project Management
Organize multiple projects per client with dedicated spaces for files, notes, and updates.
Secure File Sharing
Upload and share contracts, assets, and deliverables with S3-backed storage and expiring links.
Client Portals
Create password-optional, branded portals that are simple and client-friendly.
Email Notifications
Automatically send updates on file uploads and status changes, or send manual updates when needed.
Security & Privacy
Multi-tenant isolation, least-privilege access, presigned URLs, and comprehensive audit logs.
Branded Experience
Customize portals with your branding for a professional look.