Deliver files to clients with clear controls and no extra tools
Use protected bins with expiry dates, passwords, and audit logs to keep every client handoff straightforward and secure.
Use cases
Practical examples of client file delivery
Operational workflows for legal review, product launches, and agency client handoffs that focus on clarity and control.
Legal operations
Due diligence packets shared with expiration settings
Password-protected bins and audit trails ensure document control during legal handoffs, keeping files secure and review processes transparent.
Product teams
Launch materials distributed securely across regions
A single secure link per release keeps teams aligned on the latest approved documents, minimizing version confusion.
Agencies
Client handoff portal for marketing campaigns
Expiring links and download tracking cut down on back-and-forth, ensuring final deliverables reach clients efficiently.
Implementation
A consistent process for client file sharing
Set security defaults, map approval steps, and deploy a unified workflow for every client account.
Set policy defaults
Establish retention periods, password rules, and download restrictions before initiating client handoffs.
Configure storage and limits
Select local or S3-compatible storage and enforce plan-based limits for each workspace.
Train internal teams
Document the upload, sharing, and deletion procedures so all team members follow the same process.
Monitor and improve
Use usage data and audit logs to adjust limits, lower risks, and maintain reliable delivery.
Capabilities
Operational controls for client-facing teams
Guided onboarding
Quickly set up storage, plans, and security defaults with a clear checklist.
Security controls
Password protections, expiring links, and delete options keep shared bins secure.
Usage visibility
Monitor uploads, downloads, and plan usage to manage capacity proactively.
Flexible storage
Switch between local and S3-compatible storage without changing user workflows.
Team feedback
Feedback from teams post-rollout
“We replaced scattered attachments with one secure link and now maintain a transparent audit trail for every delivery.”
“Chunked uploads and retention controls reduced delivery problems and made client handoffs predictable.”
Next steps
Ready to streamline client deliveries?
Begin with a secure bin, then scale policies and storage across your organization.