Branded client upload portal
A client portal clients actually complete
Your clients do not want another login. Infile's client portal is a mobile-friendly upload experience opened from a secure email link - branded with your logo, organized by checklist item, and clear about what is still outstanding.
Drag-and-drop uploads, progress indicators, and plain-language instructions reduce the "where do I send this?" support tickets that eat into your day. You get structured files in your dashboard; clients get a professional experience that reflects your firm.
Everything you need for branded client upload portal
Purpose-built for firms that collect documents from clients every week - not once a year.
Branded experience
Add your logo and firm colors so the upload page looks like an extension of your practice, not a generic file drop.
Drag-and-drop uploads
Clients upload PDFs, images, and spreadsheets from desktop or phone. Multiple files per item are supported.
Mobile-first design
Most clients open requests on their phone. The portal is responsive, large-touch friendly, and works without an app install.
Real-time progress
Clients see which items are done and what is left. Completion bars motivate faster responses during deadlines.
No login required
Magic-link access keeps friction low for one-off and annual engagements alike.
Custom instructions
Add per-field guidance - acceptable file types, date ranges, or examples - so clients upload the right document the first time.
Popular workflows with Infile
How professional service firms use this feature day to day.
Better client experience
Replace confusing email attachments with one checklist clients can finish in a single sitting.
Fewer support emails
Instructions live next to each upload field, cutting "what format?" and "where do I click?" questions.
Faster turnaround
Progress visibility and reminders help clients finish before your internal deadline.
Professional brand impression
A polished portal signals that your firm is organized - especially important for new engagements.
How it works in three steps
Send a secure link
Share via email or your existing client communication channel. The link opens directly to their personalized checklist.
Client uploads files
They drag files into each item, see instant confirmation, and can return later to finish outstanding pieces.
Your team gets notified
Receive alerts as items arrive. Review, approve, or request corrections without leaving Infile.
Passwordless access that still feels secure
Clients trust links that arrive from your firm and expire appropriately. Infile balances low friction with encrypted transport and firm-controlled access - clients never create another password they will forget.
For recurring clients, returning to a new request is familiar: same branding, same simple flow, new checklist.
- Encrypted uploads in transit and at rest
- Unique links per client and per request
- Optional expiration aligned to engagement timelines
- Accessible on modern browsers without plugins
Designed to reduce client abandonment
Long PDFs and reply-all emails hide requirements. The portal surfaces one item at a time with examples and validation - clients complete more items on first visit and need fewer reminder cycles.
Frequently asked questions
Answers to common questions about this topic.
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