Stop sending raw Drive links. Deliver work with a white-glove experience that protects your Intellectual Property. Instantly revoke access when the project is done.
BUILT FOR STRATEGIC ADVISORS, FRACTIONAL EXECUTIVES & PROCESS CONSULTANTS
Connect your specific Google Drive folders. Import existing client documents directly into structured engagements.
Turn loose files into a professional Project. Map your messy drive folders to a clean Client → Project hierarchy.
Share sensitive Intellectual Property with self-destruct timers. Tag internal frameworks as 'Never Share' to prevent accidental leaks.
Deliver a branded, professional experience. No more 'Untitled Folder' links. Impress clients with a secure portal view.
One-click to lock a client folder to 'View Only'. Automatically package final deliverables and revoke access to drafts.
Instantly see every external email that has access to your proprietary folders. Find stale links and orphaned files.
Connect your specific Google Drive folders. Import existing client documents directly into structured engagements.
Organize your files without holding them hostage. Non-Custodial Design means if you leave firmä, your folders stay exactly as they are.
We assume a Non-Custodial role. Files stay in your Google Drive. If you leave, you keep everything exactly as is.
Look like a major firm with secure, managed data practices. No more "oops, wrong file" moments. Impress enterprise clients.
Confidentiality is your currency. Use a system that separates Metadata (structure) from Data (content) for maximum IP protection.
Connect your existing storage. More providers coming soon.
Google Drive
AvailableOneDrive
Coming SoonDropbox
Coming SoonBox
Coming SoonNotion
Coming SoonBuilt for high-touch advisory firms who don’t just work in documents — they deliver their value through them.
Deliver insights, frameworks, and plans that drive decisions.
Bring clarity and control to every deliverable.
Deliver SOPs, guides, and assessments that scale execution.
Scale your expertise without scaling your overhead.
Project types to organize work by engagement model, with templated files and workflows tailored to each use case.
Ongoing client work and continuous service delivery.
One-time or short-term advisory engagement.
Ongoing service agreement with recurring deliverables.
Time-bound deliverable with clear milestones.
Specific matter or issue requiring focused attention.
Review or compliance work with structured documentation.
Organize, template, and track your work more effectively
Organize by engagement model
Templated files in "+ Add" menu
Track metrics by type
Filter & report by category
Inefficient document workflows are quietly draining your margins and exposing your firm to unnecessary risk.
of shared links remain active 1yr post-contract.
of consulting IP is reused without ongoing payment.
of client files are reshared to unauthorized emails.
per week spent managing manual file permissions.
visibility into who is accessing your files right now.
Manual sharing creates 'Zombie Links' that live forever. Without automated revocation, your Intellectual Property is leaking to former clients.
Clients retain access months after the contract ends.
No way to 'pull back' sent files once they are downloaded.
Links forwarded to unauthorized 3rd parties without you knowing.
Replace unprofessional Drive links with a branded portal. Protect your IP. Eliminate permission chaos. See what clients reviewed. Works with your existing Google Drive - no migration needed. Starting at $49/month.
Stop risking reputation. Stop wasting time. Stop frustrating clients.
Templates & advanced review workflows
Launching Later
Automation & advanced collaboration
Launching Later