Everything your practice
actually needs
Built from the ground up for professionals who handle sensitive client documents every day — not adapted from a generic file storage tool.
The Three-Space Model — one client, zero confusion
Every client gets three independent document spaces. Not folders. Not tags. Three entirely separate workspaces with their own permissions, their own category system, and their own visibility rules.
Send a checklist. Get exactly what you asked for.
Stop chasing documents over email. Create a request with a precise checklist — the client sees exactly what's needed, uploads directly to the request, and you get notified the moment each item lands.
Your clients get a professional portal, not a shared link
Every client logs into a clean, branded portal — no clutter, no other clients' documents, no confusing folders. Just their documents, their requests, and their profile. On any device.
A complete audit trail, automatically
Every upload, view, download, comment, and login is logged — timestamped, attributed, and searchable. When a client says "I never received that document," you have the proof.
Built for the way you actually work
Every feature is purpose-built for professionals who handle sensitive documents on a daily basis.
In-browser document preview
Preview PDFs and images directly in the browser. No download needed, no third-party apps.
Comments & reactions
Leave comments and emoji reactions on any document. Upload notes auto-appear as the first comment.
Role-based access control
Admin, Member, and Client roles — each with precisely scoped permissions and visibility rules.
Notifications & deep links
Real-time notifications for uploads, requests, comments, and client logins — each linking directly to the relevant document.
Task management
Per-client task list with assigned members, due dates, and status. Auto-created when a document request is submitted.
Security-first design
HTTPS encryption, full audit log, 2FA (v1.1), DPDP Act compliance, and data stored in India. No document ever touches email.