Email attachments are where sensitive documents go to be forgotten by you and kept forever by strangers. Foundry Portal replaces the "can you resend that?" treadmill with a controlled workspace: a branded, private place where your clients find what they need, and secure sharing where access expires when the reason for it does.
What it does today
| Item | What it means for your business |
|---|---|
| Client workspace | A branded, private area where clients log in to find documents, statements, invoices and updates without emailing you. |
| Secure document exchange | Files sent and received by trackable, expiring, authenticated links instead of attachments. |
| Access control | See who opened what and when, and turn access off when you need to: departing clients, finished matters, changed minds. |
| Audit trail | Views and downloads logged, so "who saw this, and when?" is answered with evidence, not guesses. |
| Your brand, not ours | The workspace carries your name and colours. Clients see a professional extension of your business, not a third-party tool they have to trust on your say-so. |
Built for businesses where the data is the business
| Sector | What the workspace does for you |
|---|---|
| Financial advisers and wealth managers | Fact-finds, ID documents, statements and reports held and shared in a way you can defend to a regulator. |
| Accountants | Year-end packs, tax returns, payroll and ID documents exchanged securely, with a record of who approved what. |
| Solicitors | Matter documents shared with clients and counterparties, access ended when the matter closes. |
| Recruitment and HR | Candidate and client documents that don't end up in a hundred inboxes. |
Part of the platform, not a separate tool
Portal authenticates against the same identity Foundry Connect manages and sits behind the same controls Foundry Secure runs. Document workflows built with Foundry Automation can land files here rather than in an inbox.