One client view
Reports, emails, recordings and next steps remain logically connected.
Client folders and portal
Everything about the client in one place. Share only what you choose.
The internal client folder is the complete working file. The client portal is a controlled window that only shows explicitly shared items.
Enable per client
Activate the client portal only for the clients you want to use it with.
Clear visibility
Internal notes stay internal. Only selected documents appear in the portal.
Internal folder and external portal
Two clear layers, managed by you
A document is never automatically exposed to a client. A team member deliberately chooses what to share.
- 1Create or choose a client folder
Group all relevant conversations and documents with the same client.
- 2Enable the portal per client
Without activation, the complete folder remains internal only.
- 3Select visible items
Mark only the documents the client is allowed to view.
- 4Manage access
Revoke access or change the selection whenever needed.
Envelope or locker
Choose how much of an environment each client needs
The secure upload link and the client portal solve different problems. You can use them alongside each other.
Your brand for the client
White-label also switches the client portal
When your firm has an active white-label entitlement, the client sees your office name, logo and colours and Rapportly disappears from the portal view. Without that entitlement, Rapportly remains visible together with your office name. A custom domain is only used after the separate technical verification is complete.
- ✓ Automatic based on the active product entitlement
- ✓ The same branding as your Rapportly documents
- ✓ No change to access or privacy boundaries
Visibility example
Complete internally, clear externally
Your team retains the full context. The client only sees material intended for them.
- ✓ Internal: recording, notes and drafts
- ✓ External: final report and agreed documents
- ✓ Enabled and managed separately for each client
Make the client folder the centre of the work
Work completely internally and share externally from the same environment.