Files.
A shared folder per client: uploads and links, comments on each file, and who can see what.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Northwind Health
Files
Brand guidelines v3.pdf
Studio · Sep 28
Everyone at Northwind
Homepage option B.png
Studio · Oct 2
Dana + Marcus
Q3 performance.xlsx
Studio · Oct 1
Leadership only
Staging site
Studio · Oct 3
Everyone at Northwind
Explainer cut 2.mp4
Studio · Oct 4
Everyone at Northwind
Brand fonts.zip
Dana Price · just now
Your team + Dana
client upload flagged — your team gets an alert
How it works.
Drop it in
You or the client upload a file or paste a link — it's stored on their ClickUp record.
Choose who sees it
Everyone at the client, one person, or only your team.
Know what came in
Client uploads are tagged, so nothing they send gets lost.
What you get
- Per-person visibility
- Client uploads flagged for you
- Opens through the portal, never a raw ClickUp link
More in what your clients see.
All features →Client dashboard
Where things stand, what needs them, and their next call — the first thing they see.
Projects
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
Agreements
AI drafts the agreement, the client signs in the portal, you countersign, and the signed PDF files itself.