Client files. Delivered right.
Accessible forever.
Per-client project isolation, a full audit trail, granular permissions, and secure delivery — for law firms, agencies, and any team managing files across multiple clients.
Works with every file type your team uses
Documents, media, source files, and correspondence — versioned together in one project.
Built around client confidentiality and control
Per-Client Project Isolation
Each client lives in their own project. No files from one matter can be seen by another client. Every collaborator sees only what they are explicitly given access to.
Full Audit Trail
Every version is timestamped with who pushed it and when. Know exactly who changed what, and when — without relying on email timestamps or file metadata.
Granular Permissions
Clients see only their delivery folder. Internal drafts, working notes, and correspondence stay private. Set read-only or write access at the folder level.
Branch Per Matter or Revision
draft → internal-review → client-review → final, all tracked as separate branches. Nothing is overwritten. Revert to any stage at any time.
File Locking
One person works a document at a time. Lock a file before editing — teammates see who has it. No conflicting edits, no overwritten work.
Secure Delivery
Generate a share link for a specific file or folder. Password-protect it, set an expiry date, and revoke access the moment the matter closes.
The client file workflow
Create a client project
One project per client or matter. Invite the relevant team members. Set which folders the client can see.
Work on an internal branch
Draft documents, gather files, and build the deliverable in isolation. Nothing is visible to the client until you push to the delivery folder.
Push to client review
Move approved files to the client-facing folder. The client gets notified, logs in, and can annotate or download.
Finalise and archive
Mark the project complete. All versions are preserved. The audit trail remains accessible. Nothing is ever deleted.
Built for how client-facing teams actually work
Common pain in client file management — and how Cloudverest addresses each one.
Bring order to every client engagement
Get early access and give your team a single, secure place for every client's files.