VerifiedSOP • USA-focused

Custom Client File Portal

Create a business-specific place for clients, staff or partners to upload, access and retrieve files according to the way the business actually works.

VerifiedSOP engagements start at $400/month and can combine multiple capabilities around the overall business requirement.
FeatureBusiness Use Case

What this can help your business handle

Create a business-specific place for clients, staff or partners to upload, access and retrieve files according to the way the business actually works.

This page describes one capability that can be included inside a wider VerifiedSOP engagement. You do not need to buy or configure this feature separately. If your requirement also needs forms, files, routing, publishing, notifications or another workflow, the relevant pieces can be combined into one solution.

Common business situations

  • Give users a clear place to submit required files instead of exchanging long email threads.
  • Organize access around clients, projects, cases or other business categories.
  • Make processed or approved files available in a controlled, predictable location.

Designed around the way your business needs to work

  • Useful when file exchange is part of an ongoing service rather than a one-time upload.
  • Can include processing, version creation, access rules and delivery based on the requirement.

No technical knowledge required

Tell us how the work is being handled today and what you want to improve. VerifiedSOP reviews the requirement, recommends the appropriate setup, confirms the scope with you, and proceeds after approval.

Want this included in your business solution?

Share the business requirement in your own words. We will review what is needed and combine the relevant VerifiedSOP capabilities after scope approval.

Share Your Requirement