Give clients a secure place to send you files.
A branded, invite-only portal where your clients can upload documents and keep the information flowing — without email attachments, shared drives, or unsecured file transfer links.
Portal capabilities
Dedicated Client-Facing Portal
Each client gets secure access to a branded portal — separate from your internal app — where they can upload documents and communicate with your firm.
Document Upload by Clients
Clients upload files directly to their portal. Those files land in Practice Keeper's document library, categorized and ready for your team — no email attachments, no shared drives.
Upload Notifications to Staff
When a client uploads a document, the assigned account manager is notified automatically. Nothing waits in a client's email outbox while your team wonders what happened.
One-Click Engagement Letter Signing
Email the engagement letter with a Review & Sign button — one click takes the client straight to the signing page. First-time users get portal access set up automatically by the same link; no separate invitation needed.
Invite-Based Access
Portal access is provisioned by your team. Send an invite to a client's email — they verify and gain access only to their own data. No self-signup, no accidental access.
Secure, Isolated Session
Portal clients share the same Clerk authentication infrastructure as your staff — but are flagged as portal accounts and strictly prevented from accessing any staff-side views or data.
Clients upload — your team receives
When a client uploads a document, it lands directly in their Practice Keeper document library — organized under the right client, categorized, and immediately visible to their account manager.
Your team gets notified in real time. No polling, no email forwarding, no manual filing.
Pre-provisioned invites — no self-signup chaos
Your team sends the invite. The client clicks the link, verifies their email, and lands directly in their portal — already linked to their record in Practice Keeper.
If the client hasn't accepted the invite yet, their portal account is pre-provisioned and waiting. The moment they verify, everything is already set up.
Stop chasing clients for files over email.
Join the beta and give clients a better way to work with your firm.
Join the beta