Files and client portal
Share files and progress with your clients.
Keep documents in one library, send links that expire, and give clients a portal where they can see what you choose to show them.
Files
Folder library
A folder tree with permissions per folder and sharing to people or teams.
Share links
Links that expire, with an upload cap, so a client can send or receive files without an account.
Documents on records
Attach documents to a person or company, with versions.
AI classification and data-loss flags
Uploaded documents can be classified, and sensitive patterns are flagged.
Google Drive mirror
An optional two-way mirror with a Google shared drive.
Client portal
Clients sign in to a read-only portal that shows the records you share with them, so they stop asking for status updates. The portal is included from the Pro plan.
Works with
See ScoutCurrent with your own pipeline.
Book a short demo and we will show the product on a workspace set up the way your team sells.
Get a demo See pricing