Your brand. Your clients.

A planned branded client workspace for controlled sharing, deliverable review, and matter collaboration. Coming soon.

How it will work

The planned Portal will support a branded client space for controlled matter sharing when the feature is available.

Planned sharing controls will let teams publish selected workflow outputs, reviewed contracts, research memos, and document sets.

Client upload, response, and sign-off flows are planned around controlled access and reviewer-managed sharing.

Planned capabilities

Planned branded workspace options include firm name, logo, colours, and custom-domain support when available.

Access controls are planned so teams can choose which documents, workflows, and outputs each client can see.

Structured deliverable sharing is planned around matter phases such as diligence, negotiation, and closing.

In-context comments and questions are planned for the relevant document or section when Portal is available.

Client upload is planned so approved files can be routed into Vault before review.

Portal content is designed for chosen-region storage, access logging, and reviewable audit history to support GDPR obligations.

In development

Your clients. Your brand.