ClientFilesHub
ClientFilesHub
Share a secure link or a dedicated email address with your client. They upload documents directly — no portal login, no account needed. You get notified and everything is organized automatically.
Share a secure upload link or a dedicated email address. Clients upload their documents and they're done — no account, no portal, no friction.
Uploaded documents are automatically classified and key details extracted — document type, dates, names — without manual data entry.
See at a glance which clients have submitted, which are pending, and what's overdue. No more spreadsheets or email threads to track.
From new client intake to ongoing case work, one tool handles it all.
List the documents you need — IDs, financial records, signed forms. Set a due date if needed.
Your client gets a secure upload page or sends documents to a dedicated email. No account to create, no app to download.
Get notified instantly. AI identifies document types and extracts key details. Review and move on.
Collect unlimited documents, create unlimited matters, share upload links and email addresses — all free, forever. You only pay if you need AI to process large volumes of documents.
Yes. Collecting documents from clients is completely free with no limits — unlimited uploads, unlimited matters, secure links, and email-based intake. You only pay if you want AI to automatically classify and extract information from large volumes of documents.
When a client uploads a document, our AI reads it to classify the document type and extract key details like names, dates, and case-relevant information. The free plan includes 10 AI-processed documents per month to try it out.
Clients can still upload documents and you can still manage everything — new uploads just won't be AI-processed until your limit resets next month or you upgrade.
No. Clients simply use a secure upload link or email documents to a dedicated address. No portal login, no account creation, no friction for your clients.
Each file that gets processed by AI counts as one document. Multi-page PDFs count as a single document. Email attachments are counted separately.