Build your own client document portal, no code required
Organize and share client files securely with a customizable portal designed to fit your firm's workflow and enhance collaboration.
Customize your document portal to your needs
Set up a client document portal with only the views and workflows you need. Adapt your portal any time as your clients’ requirements change.
Document upload and organization
Access permissions management
Document version control
E-signature collection
Automated document notifications
Client comment and feedback
Bring all your client documents together in real time
Connect cloud storage, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Give every client a custom, secure portal experience.
Share documents and updates in a fully branded client portal. Set up secure logins, user groups, and permissions in minutes—no coding needed.
Easy, secure logins
Clients can access their portal and documents on desktop or mobile. Your portal is mobile-ready by default.
Works on any device
Clients can access their portal and documents on desktop or mobile. Your portal is mobile-ready by default.
Automations
Connect with your existing tools to automate document uploads, notifications, and workflow tasks.
User groups
Set up separate logins for each client or team. Provide personalized dashboards and document views.
Advanced permissions
Control which clients can view, download, or upload documents. Set permissions at a granular level.
Security
Keep client information and documents safe. Softr is fully compliant with SOC2 and GDPR regulations.
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Give clients an AI assistant
Clients get instant answers to support questions inside your portal, with AI pulling details from your live portal data.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your client document portal in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add secure file sharing, client messaging, or approval steps as your portal needs change.
Flexible as you grow
Manage client documents, requests, and updates—all in one portal, with no extra software needed.
Build a fully custom client document portal in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your client document portal with ease