Client Knowledge Portal

Fra

Private AI-powered client portal & file hub

Ingen anmeldelser endnu

Gratis abonnement er tilgængeligt

Client Knowledge Portal-oversigt

Private client workspaces - members see only their files
AI Q&A with citations grounded in workspace documents
Secure file & link sharing with signed, expiring URLs
Full audit trail, GDPR export/delete, usage caps & BYOK

Client Knowledge Portal gives every client a private, secure workspace on your site - no more lost emails or shared drives. Create a workspace per client, upload documents, add links, and share files through signed expiring URLs. Clients log in with their existing site member account and see only their own workspace - isolation is enforced at the database level. Built-in AI search: members ask questions in plain language and get answers grounded in the workspace's own documents, with citations to the source file. A local provider is the default, so no document content leaves your infrastructure; connect your own model key (BYOK, AES-256-GCM encrypted) for higher-quality answers. Everything is auditable: invites, uploads, downloads, sign-ins and admin actions appear in a per-workspace timeline. Usage caps, retention windows, GDPR export/delete and uninstall cleanup are built in. Made for agencies, consultants, bookkeepers, coaches and any merchant who shares documents with clients.

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Kategorier

Medier og indhold Fildeling

Tilgængelig:

Denne app er tilgængelig over hele verden.

App-sprog:

Engelsk

Fremhævet i

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App udviklet afSanestly

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Bedømmelse & anmeldelser

Denne app har ikke modtaget nogen bedømmelser endnu, vær den første til at bedømme den.

Priser og betalingspakker

Basic-abonnement

Gratis

Client workspaces - files & links

Member portal - search & Ask tab

Auto sign-in site widget

Email invites & member mgmt

Pro-abonnement

11

/måned

Unlimited client workspaces

AI search with source citations

Delivery notifications and audit trail

Secure file sharing and member portal

* Prisen er i USD.

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