Share files with clients in one portal
Client work is scattered across cloud-storage links, chat channels, file-transfer services, and email attachments — and clients still email asking where the latest version is. Publish one portal that holds every file, every version, every approval.
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See how it works ↓Why this is harder than it should be
An agency's client work lives in a cloud-storage link, a chat channel, a large-file-transfer service, an email thread, and sometimes a shared note. Each client gets a different stack depending on who set them up. Versions drift. Clients email asking which deck is final. The account manager spends a third of every week answering 'where is the file?' instead of doing the work. Per-seat collaboration SaaS costs grow, and clients still cannot find what they need.
What you can build from one prompt
The shape varies — Exepad publishes whichever you describe.
A per-client portal with a file vault, request list, and message log.
Versioned uploads where the latest is always the one clients see.
A request list showing what the client owes you and what you owe them.
An approval flow with sign-off buttons that write to the database.
Automated notifications when a file is added or a request changes status.
A branded portal under your own domain, scoped per client by login.
What this might look like
Three real users, three different outcomes — same platform.
A 5-person branding agency
18 active clients, 1 portal each
The agency describes a client portal — file vault for decks, request list for assets the client needs to send, approval log for sign-offs. Exepad publishes a portal per client under the agency's domain, with role-based access so each client sees only their own work. The cloud-storage links, the chat invites, and the file-transfer services collapse into one branded portal. The principal stops answering 'where is the deck?' a dozen times a week.
A freelance video producer
12 retainer clients, 3 hours/week saved
The producer describes how delivery works — rough cut uploaded, client reviews, notes captured, final version posted. Exepad publishes a portal with a versioned vault, a feedback form per cut, and an approval button that timestamps the sign-off. The email attachments, the file-transfer links, and the spreadsheet of revision notes merge into one portal. Clients stop replying to the wrong email thread because there is only one place to look.
An accounting firm during tax season
240 clients, 95% on-time documents
The firm describes its document-collection flow — checklist of what each client must send, secure upload, status visible to both sides. Exepad publishes a portal where every client sees their personal checklist and the firm sees the global status board. The email chains asking for missing W-2s collapse into one app with one reminder system. On-time document submission lifts because nothing falls into an inbox the partner never reopens.
How it works
Four steps. No technical knowledge required.
Describe
Tell Exepad what your client portal needs — vault, requests, approvals, messages. The convert engine turns the description into a no-code collaboration app.
Configure
Refine the portal layout, access rules, and notification triggers through prompts. Exepad models clients, files, requests, and approvals in one database.
Publish
One click ships the portal to the global edge with SSL, Lighthouse 95+ performance, and per-client authentication so each login sees only their own work.
Invite
Point your custom domain at the portal and invite clients with role-based access. Upload-and-approval notification emails fire automatically.
Who builds this
Common audiences and the job each one is trying to get done.
Branding or design agency
Per-client portals for deck delivery, asset requests, and round-by-round approvals — branded under the agency's own domain, with one login per client.
Video or photo production studio
Versioned cut delivery, per-cut feedback forms, approval timestamps, and an asset vault clients can return to a year later without a fresh link.
Accounting or tax practice
Per-client document checklists, secure upload, status visible to both sides, and a partner dashboard that shows global progress during peak season.
Law firm or legal consultancy
Matter-by-matter file rooms, e-signature placeholders, version control, and role-scoped access so junior associates see only the matters they work on.
Marketing or content agency
Editorial calendars, asset libraries, draft-review flows, and a single approval log per piece — replacing five scattered tools with one client portal.
Architecture or engineering studio
Drawing-set delivery, revision history, RFI logs, and per-project portals for owner reviews — without a per-seat AEC SaaS subscription.
Metrics that matter
What to measure once it's live — the numbers that tell you it's working.
Files-found-on-first-try rate
Share of clients who locate the right file without asking. With one portal and a versioned vault this usually climbs from under 50% to over 90%.
Where-is-the-file email volume
Number of weekly 'where is X?' messages from clients. A persistent portal with the latest version always visible typically cuts this 70–80% within a month.
Approval turnaround time
Hours from a deliverable going up to a client signing off. Approval buttons tied to the database compress this from days to under 24 hours.
Document-completion rate
Percentage of client document requests fulfilled on time. A shared status list with reminders typically pushes this past 90% in industries with checklists.
Common mistakes
What goes wrong most often — and the fix that turns the mistake into a working result.
Mistake
Spinning up a new cloud-storage folder for every client and emailing the link.
Fix
Use one portal with per-client access. Folders go orphaned within a month; a portal under your own domain stays where the client expects it.
Mistake
Sharing approvals over email threads no one can later audit.
Fix
Capture the approval in the portal — timestamped, attributable, and stored alongside the file version it approved.
Mistake
Letting versions multiply across email attachments and chat messages.
Fix
Treat the portal as the single source of truth. Every revision uploads on top of the last, and the latest is always the one clients open.
Mistake
Chasing missing documents one client at a time over email.
Fix
Publish a per-client checklist with status visible to both sides. Reminders fire automatically and the chase becomes the exception, not the routine.
Mistake
Paying per-seat for a collaboration SaaS that clients refuse to log into.
Fix
Use a portal under your own brand, with one-click access per client. Adoption rises when the URL looks like the agency, not a third-party tool.
What replaces what
The stack collapses into one product.
One subscription. Eight production components.
Everything you need in the plan. No add-ons, no separate vendor invoices.
Database
Forms
File storage
Hosting
SSL
Visitor analytics
Custom domain
Frequently asked
How much does this cost compared to a per-seat client portal SaaS?+
Per-seat client-portal tools charge per user, and most price the file storage as a separate line. Exepad is one flat monthly subscription that includes per-client portals, file storage, transactional email, custom domain, SSL, and analytics. For an agency with 10–30 clients it is usually a fraction of the stitched stack and grows without per-seat surprises.
Can each client see only their own files?+
Yes. Role-based access scopes every portal so a client only ever sees their own vault, requests, and approvals. The agency or firm sees the global view across all clients. Logins use the client's email, and password reset flows are handled by the same authentication layer Exepad ships with every app.
Can I run the portal under my own domain?+
Yes. Custom domain, automatic SSL, and your own typography and colors are included on every plan. Clients see a URL that looks like the agency — not a generic SaaS subdomain — which lifts adoption and reduces 'is this legit?' replies on the first invite email.
How do clients know when something new is in the portal?+
Automated notifications fire on every relevant event — a file uploaded, a request completed, an approval requested. Exepad's transactional email service ships with every app, so there is no separate notification provider to configure. Clients receive a branded email with a direct link straight to the new item.
Can I capture approvals or signatures inside the portal?+
Yes. Approval buttons and signature fields can be added through prompts, and every sign-off is timestamped against the file version it approved. The approval record is stored in the database alongside the file, so audit history is always one query away — not buried in someone's inbox.
Will the portal scale if my client list doubles?+
Yes. Exepad apps run on a global edge network with the same flat subscription whether you have 5 clients or 500. Adding a new client portal is a one-prompt change — Exepad clones the template, scopes the new login, and exposes the new URL — and there is no per-portal or per-seat fee waiting on the other side.
Will Google or ChatGPT find my agency's portal pages?+
The portals themselves sit behind logins, but the public marketing pages around them — case studies, service pages, the portal homepage — ship Lighthouse 95+, structured schema, and direct-answer passages. Search and AI assistants like ChatGPT or Perplexity cite those pages when someone searches for the work your firm does.
Every Exepad client portal runs on a global edge network with 99.9% uptime, automatic SSL, daily backups, Lighthouse 95+ performance, and a relational database you fully own.
Keep exploring
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