Build your own client document portal
Manage file uploads, track versions, and share assets in an AI-powered portal built with AI to fit your firm's specific workflows.
Build exactly what your clients need
Set up custom views for documents and approvals. Add blocks like secure file uploads and status dashboards—only the features your team needs.
Secure file upload requests
Role-based document access
Automatic document approval workflow
AI-powered document summaries
Centralized file version tracking
Document status dashboards
Bring all your document data together in real time
Connect Google Drive, Airtable, or other file systems with real-time sync—or manage files in Softr Databases. Create a single source of truth for your business documents.
Give every user a custom, secure experience.
Give each client the right access to their files in a branded portal. Set up secure logins, user groups, and granular document permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Let clients upload or review documents from their phone using a downloadable app with no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Let clients upload or review documents from their phone using a downloadable app with no extra design needed.
Automations
Build native automations to handle file notifications, status updates, and approval alerts automatically whenever a document is uploaded or changed.
User groups
Provide separate logins for different clients and staff, creating personalized document dashboards where users see only their relevant files.
Advanced permissions
Apply rules for different user groups. Customize who can view, delete, or upload files at a granular level to protect sensitive client information.
Security
Protect confidential client documents from threats. Softr is fully compliant with SOC2 and GDPR regulations for maximum data safety.
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
Build your client document portal in minutes with AI—no manual configuration or dev time needed.
Consolidate your stack
Add features like document approvals, dashboards, or AI summaries as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a document portal, then add invoicing, CRMs, or support forms—all in one place with no extra tools.
Generate a custom client document portal in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your client document portal. No code needed.
Describe what you need. Softr's AI builds your document management system in minutes.