Documents and signatures,
without the inbox risk.
Financial records, legal documents, and signed agreements stop moving through unsecured email. Share, request, and sign, all inside the client's own encrypted, access-controlled portal.
Part of Client Space, from $19 per client/month · standalone, no Workspace required
Built for records that can't afford to leak.
Encrypted in transit and at rest
Every document uploaded to a Client Space is encrypted, both while it moves and while it's stored, the same standard you'd expect from a bank, not an email inbox.
Access controlled per client
A client can only ever see documents inside their own isolated space. There is no shared drive, no accidental cross-client visibility.
Built-in e-signature
Send engagement letters, deliverables, and agreements for signature without leaving the portal. No separate e-signature subscription to manage.
Full audit trail
Every upload, view, and signature is logged. If a client ever asks "did you send that?" or "who signed off?", the answer is one click away.
Common questions
Is this secure enough for legal and financial documents?
Yes. Documents are encrypted in transit and at rest, access is controlled per client, and every action is logged in an audit trail, far safer than emailing sensitive records, which most firms still do today.
Do I need a separate e-signature tool?
No. E-signature is built into Client Space. You can send a document for signature without a separate subscription to DocuSign or similar.
Can clients upload documents too, not just receive them?
Yes. Clients can upload requested documents directly into their space, so you're not chasing attachments across email threads.
What happens to documents if we cancel?
You can export your firm's documents at any time. Ask your onboarding contact for the specifics of your plan's export and retention terms.
Stop moving sensitive documents through email.
See secure document sharing and e-signature set up on a real engagement in 30 minutes.
30-minute walkthrough · Set up in minutes · No commitment