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 secure client workspace: a branded, private space where your clients find what they need, and secure sharing where access expires when the reason for it does.
Here's the service, in black and white
| Item | What it actually means for you |
|---|---|
| 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 the businesses we work with
| Sector | What the workspace does for you |
|---|---|
| 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. |
| Financial advisers | Sensitive client documentation held and shared in a way you can defend to a regulator. |
| Recruitment and HR | Candidate and client documents that don't end up in a hundred inboxes. |
Professional by default
Every professional-services business has the same quiet embarrassment: sensitive contracts and accounts flying around as email attachments. A client workspace signals the opposite — that you handle client information the way they'd want you to. It's not just safer. It wins the kind of clients who notice.