Stored in this browser only

Files stay on this device/browser. No synchronization. No automatic backup. Keep your own copies. Deleting the app or browser data, or losing the device, can permanently erase your files.

Local demo mode

Sample data only. Selected files never leave this browser: they are not uploaded, stored, scanned or shared, and every change resets when the page reloads. Overview, Library, Upload, Review and Activity show sample content that is not stored. Your real documents are in My vault.

Open My vault

Client portal library

Search, filter, sort, and act on every document by category, status, visibility, owner, date, and review state.

Search documents

File name

Category

Uploaded by

Status

Visibility

Size

Uploaded date

Signed service agreement.pdf

Client portal record prepared for secure review and tracking.

Category

Contracts

Uploaded by

Avery Brooks

Status

Uploaded

Visibility

Client-visible

Size

2.4 MB

Uploaded date

May 5, 2026

Client ID verification.png

Client portal record prepared for secure review and tracking.

Category

Identity

Uploaded by

Morgan Hale

Status

Reviewing

Visibility

Internal

Size

940 KB

Uploaded date

May 4, 2026

March account statement.pdf

Client portal record prepared for secure review and tracking.

Category

Statements

Uploaded by

Jordan Lee

Status

Approved

Visibility

Client-visible

Size

5 MB

Uploaded date

May 3, 2026

Project approval memo.docx

Client portal record prepared for secure review and tracking.

Category

Approvals

Uploaded by

Client Services

Status

Needs changes

Visibility

Internal

Size

1.3 MB

Uploaded date

May 2, 2026

Shared onboarding notes.pdf

Client portal record prepared for secure review and tracking.

Category

Shared notes

Uploaded by

Avery Brooks

Status

Approved

Visibility

Client-visible

Size

760 KB

Uploaded date

May 1, 2026