Connected stack
Northwind Law
Store records, send links, and track every open from one place.
Northwind Law
Vertex Ledger
Orion Trust
SECURE FILE CONTROL
Store client records, set access by role, and log every open, download, and share. Start in minutes, with no card needed.

Connected stack
Store records, send links, and track every open from one place.
Northwind Law
Vertex Ledger
Orion Trust






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

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

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

See every open, download, and share with a clear event log.
Send links with expiry dates, download caps, and quick revokes.
Keep reviews simple with permission history and exportable file records.
Keep case files in one place and limit access by matter, team, or client.
Built For Teams
Store reports, statements, and tax docs with clear controls and logs.
Give each client a branded place for uploads, downloads, and request forms.
Set who can view, edit, approve, or export each record.
See every open, download, and share with a clear event log.
Send links with expiry dates, download caps, and quick revokes.

Use case 01
Store reports, statements, and tax docs with clear controls and logs.

Use case 02
Share drafts and final files with clients without messy email threads.

Use case 03
file encryption
uptime target
uptime target
setup time
secure share

Forever
1 secure workspace 2 team members 5 GB file vault Client upload portal 14-day audit trail
Pricing That Fits
Everything in Free Up to 25 seats 100 GB file vault Custom access roles Link expiry rules Exportable audit log
$49
Everything in Free
Up to 25 seats
100 GB file vault
Custom access roles
Custom
Unlimited workspaces
SSO with SAML login
Custom retention rules
Region lock options
Custom
Mara Ellison
Proof
“We stopped chasing files in email. Every doc now has a clear owner and log.”

Mara Ellison
Ops Lead @ Northwind Law
“Client portals cut our back-and-forth in half, and approvals are easy to track.”

Devin Cho
Director of Client Ops @ Atlas Ledger
“Our finance team sends reports faster, with tighter access and cleaner records.”

Priya Shah
Finance Manager @ Cobalt Group
Integrations
Store records, send links, and track every open from one place.

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

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

Store records, send links, and track every open from one place.
The Map
Questions
Quick answers before visitors choose a product, service, or next step.
Files stay encrypted in transit and at rest. You also set who can view, edit, download, or share each file.
Yes. Each client gets a portal for uploads, comments, and file requests without email chains. You keep one thread for every matter.
Yes. Every open, download, share, and permission change gets a clear time stamp, so you can trace each file step by step.
Yes. You can set view, edit, approve, and export rights by team, client, or matter, then change them any time.
It helps with review work by keeping access history, file logs, and export records in one place, ready when your team needs them.
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 short notes on file access, audit logs, and new portal features.