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Operations

Secure File Sharing

Files live in folders you control, and any file or folder can be shared with real access gates: a password, an NDA the recipient has to accept before viewing (with acceptance tracked by email, IP, and timestamp), and a link expiry date. Files collected through a client Checklist flow into the same system.

What you get

Password-protect any share link
Require NDA acceptance before a file can be viewed — every acceptance logged with email, IP, and timestamp
Set a link expiry date so access doesn't last forever
Control download vs. view-only, and upload access, per link
Client documents collected via Checklists live in the same file system

Built for how you actually work

Agencies

Share a pitch deck or creative file with an NDA gate before a prospect has signed anything.

Immigration Law

Client-submitted documents are collected securely and only accessible to authorized staff.

Construction

Share project drawings with subcontractors on a link that expires once the bid window closes.

More in Operations

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