SECURE FILE CONTROL

Keep Files Under Control

Store client records, set access by role, and log every open, download, and share. Start in minutes, with no card needed.

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Connected stack

Northwind Law

01

Store records, send links, and track every open from one place.

02

Northwind Law

03

Vertex Ledger

04

Orion Trust

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Northwind Law

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Vertex Ledger

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Orion Trust

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Keystone Bank

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BluePeak Agency

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Harbor Finance

Core File Tools

Control Every File

Give each client a branded place for uploads, downloads, and request forms.

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Client Portals

Give each client a branded place for uploads, downloads, and request forms.

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Role Permissions

Set who can view, edit, approve, or export each record.

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Audit Trails

See every open, download, and share with a clear event log.

01

Secure Sharing

Send links with expiry dates, download caps, and quick revokes.

02

Compliance Access

Keep reviews simple with permission history and exportable file records.

03

For Law Firms

Keep case files in one place and limit access by matter, team, or client.

Built For Teams

Made For Busy Teams

Store reports, statements, and tax docs with clear controls and logs.

01

Client Portals

Give each client a branded place for uploads, downloads, and request forms.

02

Role Permissions

Set who can view, edit, approve, or export each record.

03

Audit Trails

See every open, download, and share with a clear event log.

04

Secure Sharing

Send links with expiry dates, download caps, and quick revokes.

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Use case 01

For Finance Teams

Store reports, statements, and tax docs with clear controls and logs.

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Use case 02

For Agencies

Share drafts and final files with clients without messy email threads.

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Use case 03

AES-256

file encryption

99.9%

uptime target

99.9%

uptime target

15 min

setup time

1 click

secure share

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Forever

Free

1 secure workspace 2 team members 5 GB file vault Client upload portal 14-day audit trail

Pricing That Fits

Plans That Fit

Everything in Free Up to 25 seats 100 GB file vault Custom access roles Link expiry rules Exportable audit log

Most popularPopular

Pro

$49

Everything in Free

Up to 25 seats

100 GB file vault

Custom access roles

Annual planPopular

Enterprise

Custom

Unlimited workspaces

SSO with SAML login

Custom retention rules

Region lock options

Ops Lead @ Northwind Law

We stopped chasing files in email. Every doc now has a clear owner and log.

Custom

Mara Ellison

Proof

What Customers Say

Verified

“We stopped chasing files in email. Every doc now has a clear owner and log.”

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Mara Ellison

Ops Lead @ Northwind Law

Verified

“Client portals cut our back-and-forth in half, and approvals are easy to track.”

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Devin Cho

Director of Client Ops @ Atlas Ledger

Verified

“Our finance team sends reports faster, with tighter access and cleaner records.”

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Priya Shah

Finance Manager @ Cobalt Group

Integrations

GitHub

Store records, send links, and track every open from one place.

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GitHub

GitHub

Store records, send links, and track every open from one place.

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Jira

Jira

Store records, send links, and track every open from one place.

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Notion

Notion

Store records, send links, and track every open from one place.

The Map

The Map

Questions

Common Questions Answered

Quick answers before visitors choose a product, service, or next step.

01How do you protect files?+

Files stay encrypted in transit and at rest. You also set who can view, edit, download, or share each file.

02Can clients upload files?+

Yes. Each client gets a portal for uploads, comments, and file requests without email chains. You keep one thread for every matter.

03Do you keep audit logs?+

Yes. Every open, download, share, and permission change gets a clear time stamp, so you can trace each file step by step.

04Can we set user roles?+

Yes. You can set view, edit, approve, and export rights by team, client, or matter, then change them any time.

05Is it fit for compliance?+

It helps with review work by keeping access history, file logs, and export records in one place, ready when your team needs them.

06How fast is setup?+

Most teams start in one day, then bring in folders, users, and portals as they need them. We help with setup and file moves.

Get Product Notes

Get short notes on file access, audit logs, and new portal features.