Portal Service
Federal/legal/HIPAA compliant document handling, Fully Audit-Trailed, Bank-Grade Security, File activity
notifications
Do you have private information that your need to interact with your clients/customers on? (communication,
distribution, completion, signature capture)
DocuSign through standard email is no longer industry compliant.
Need a system that drops in seamlessly, with a familiar interface, into your existing workflow while negating
your local storage liability* of the content?
Want to know when documents were viewed (such as invoices), without having to additionally manually
notify your clients/customers of said documents?
PUTTING AN END TO:
"I didn’t get the invoice"
"I couldn’t open the attachment"
"The file was too big"
"I don’t have enough space in my account"
"The server is almost full"
"I didn’t see the attachment"
"I can’t work this software"
"I forgot to let you know"
"I swear I sent it"
"I couldn’t figure out how to do it on my device"
"I accidentally deleted it"
"I need this file from you again"
"I can’t find it in my email, can you resend it?"
"Where do I go again?"
"I don’t know which folder it is in"
Account includes an initial quantity of paid-seats [for your office staff] (Access to ALL User's Assigned
Workspaces)(minimum of 4)(consult your rep for your package specific terms)
Additional paid-seats can be added at any time for $250/year, paid upfront annually, on a per seat basis
Unlimited # of non-billed Users [your clients/customers] (assigned to 1-2 Workspaces, assignment of any
User level to 3 or more Workspaces consumes a paid-seat)
Unlimited # of Workspaces
Simple Invitation/New User Acceptance process
100% browser based, no software or app to install
Files strictly and securely segregated by Workspaces assigned to specific User(s)
Unlimited file/folder secure storage per Workspace
Files/folders are encrypted in-transit, and at-rest
5 GB max file size per file
Messaging between Users at Workspace level and below
Custom branded interface and URL
Friendly and familiar folder organization with list and thumbnail view
Drag-and-drop ease-of-use
Move and Copy Uploaded files
Download folders in a single-click
Creation of password-protected external links per file
Custom Session Timeouts per Account
Data Room Read-only mode option per Workspace
Audit trails per file (with notifications)
Faster communication (you get notified by the system when a customer acts on a file, customer gets notified
by system when you act on a file)
Full text search
Our concierge setup & onboarding
Permissions Control
Email Notifications Customization per user
Fully legal, financial, and HIPAA compliant**
Prompt Users of short notifications at login
Activity logs
Version control for files
Tons of supported file types
Previewer for common file types
Option for file age-out auto-deletion per Account
fully featured mobile version***
Automated encrypted backups of your data using 256-bit encryption. With multiple redundancies and
regular integrity assessments using checksums, if any flaws are found, the system automatically repairs them
using redundant data.
Offline encrypted physical backup of data to disc is available per incident or scheduled, for a fee.
Why can’t I just use email?
*as long as other mandated practices and policies of local file handling are adhered to at your office(s).
**so long as any User with adequate permissions doesn't externally share a secure-link to destinations other
than authorized recipients, agreement prompts available. Actions are audit-tracked.
***different mobile devices/browsers may present some limitations
This solution is trusted by:
Windham and Lacey
Meetup
Seattle Seahawks
Birch Financial
Hilco Industrial
White Wolf Capital
Ballard Beancounters Tax and Accounting
Denali Financial Consulting
Aflac
American Family Insurance
AARP
New Horizon Security Services
CVS Health
Direct Flow Medical
Harness Dickey
Lallier Munroe
Myers Bigel
Kent USA
Valspar
Coastal Manufacturing
Drury Design
Moss + Warner
PRG
Turnstyle
Colliers International
Bellrock
Dolby
Pitney Bowes
Dell
Philips
NCR
LG
Banktel
Starbucks
Harper Collins Publishers
Oregon.gov
Columbus City Schools
University of Washington
and many more
Portal Pricing:
$2800.00 annually upfront (1-4 seats)
$600 1-time Setup and on-site training
$100.00 per month maintenance.
Additional seats are $250 / year paid upfront at time of
addition,
renewing on anniversary of addition.