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Client Vault

Document management system with workflow approvals. Organise, share, and track client documents effortlessly.

About this app

What it does

Client Vault is a comprehensive document management solution designed for businesses that need to securely store, organise, and share documents with clients. With built-in workflow approvals, version control, and audit trails, you can maintain complete oversight of your document processes.

White-labelled & customisable

This app can be fully branded with your logo, colours, and domain. We can also make bespoke modifications to fit your exact workflow.

Capabilities

Key features

  • Secure document storage with encryption
  • Workflow approvals and sign-offs
  • Version control and audit trails
  • Client portal access
  • Automated notifications
  • Custom folder structures
  • Bulk upload and download
  • Integration with existing systems

Enquire about Client Vault

Tell us what you need and we'll come back within one working day.

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Ready to get started?

Try the live demo or get in touch to discuss how Client Vault can be customised for your business.

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