ClientShare
ClientShare gives you client workspaces, secure upload requests, clear access rules, and activity visibility in one hosted workflow. If your team needs more control later, the same product direction stays open to self-hosting.
What the workflow gives you
One place for each client
Less inbox chaos. Less guessing where the latest file lives.
Requests and deliveries with context
Ask for uploads or share files without switching people between tools.
A cleaner security story
Access controls, expiring links, and optional accounts without enterprise sprawl.
Give each client one place for requests, uploads, and delivered documents instead of scattering them across inbox threads.
Send upload requests or read-only deliveries with the access rules, expiry, and simplicity a small firm can actually maintain.
Make access obvious for staff and clients so sensitive documents do not depend on guesswork or long email instructions.
See when files were shared, viewed, or uploaded so your team can follow up from facts instead of memory.
How it works
The point is not to add another complicated system. The point is to replace scattered email habits with one clear place to send files, request uploads, and keep the document exchange moving.
Set up one clear destination for that client instead of creating another thread that will get lost later.
Choose the lightest path for the job: a full workspace, a secure delivery, or a targeted upload request.
Clients use a simple portal flow that feels familiar, especially if they already use document portals elsewhere.
Your team sees what arrived, what changed, and what still needs follow-up without rebuilding context from email.
Built for recurring document exchange
If your team regularly sends sensitive files to clients, asks for uploads, or needs a cleaner client-facing workflow than email, the portal structure translates well.
CPA firms
Request tax documents, deliver returns, and keep prior-year files tied to the right client instead of buried in email.
Law firms
Collect engagement letters, case files, and supporting documents without training clients on a heavy system.
Agencies and studios
Share drafts, collect uploads, and keep client deliverables organized when projects involve regular back-and-forth.
Next step
For most small firms, the hosted version is the fastest way to stop sending sensitive files through email. If your requirements change later, the open-source path is still there.