Organize projects, preview files, and discuss work in one place. Every file is encrypted at rest with zero compromise on speed.
Every file is encrypted at rest. Your data stays private, always.
Comment on any file or project. Keep conversations in context, not scattered across emails.
Owner, editor, or viewer. Give the right people the right access to every project.
Organize files into projects with nested folders. Everything in its place.
Drop pins on any PDF page to leave feedback in context. Drag to reposition, click to jump to the discussion.
See new files, messages, and changes the moment they happen. No refresh needed.
Create a checklist of needed documents. Clients upload each item, and you track progress in real time.
Upload new versions of any file and keep a complete audit trail. Restore previous versions at any time.
Set deadlines and track project status through a clear pipeline. See what's overdue, what's due soon, and what's on track.
Invite collaborators with magic links. They click once and they're in — no passwords, no friction.
Set it and forget it. Clients get automatic nudges for missing documents, with escalation as deadlines approach.
Set up a workspace for your team, client, or personal files.
Drag and drop files, create folders, or send a document request list so clients know exactly what to upload.
Share the project with collaborators. They click one magic link and they're in — no passwords needed.
Share tax returns, W-2s, and financial statements with clients. Keep every document encrypted and organized by engagement.
Get feedback on mockups and deliverables with PDF annotations. Pin comments to specific parts of a design for clear, contextual reviews.
Exchange contracts, court filings, and case documents with clients. Role-based access ensures confidentiality across matters.
Share inspection reports, closing documents, and property files with buyers, sellers, and agents in one secure workspace.
Send lab results, referral letters, and patient documents between practices. Encrypted storage helps protect sensitive health information.
Deliver reports, proposals, and project files to clients. Threaded discussions keep feedback organized without endless email chains.
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