🔒 Bank-Level Security

Your documents stay protected with encrypted file sharing that keeps sensitive information safe — every time.

⚡ Effortless for Everyone

Clients can upload or download files without confusion. No complicated steps. No technical headaches.

🏷️ Fully Branded Experience

Every upload, download, and shared folder lives inside your branded client environment — reinforcing trust and professionalism.

🤝 Built for Real-Time Collaboration

Share case files, forms, receipts, reports, or project documents with your team and clients — no external tools required.

📂 Everything in One Place

Keep all documents neatly organised, easy to find, and synced with your workflow.

CaseCRM File & Document Sharing Portal

Fast. Secure. Organised. Built for immigration, education & consulting professionals.

🌐 File & Document Transfer

Say goodbye to email attachment limits.
Send any file — any size — securely, through your branded portal.

• Send large files securely

• Optional password protection, expiry, or download limits

• No login required for recipients

• Ideal for clients who are not tech-savvy

• Bypass email size restrictions

📁 Clean & Structured Folder System

Each client gets their own dedicated space — with organised sub-folders.

• Automatic client-specific folders

• Customisable folder structure

• Notifications when new files are shared

• Download full folders as a ZIP

📂 Shared Folders for Teams & Clients

Make collaboration smooth and transparent.

• Share folders with multiple clients or team members

• Automatic email notifications for new uploads

• Preview PDFs, images, videos right in the browser

• Automate access with smart groups

📨 File Request Tool

Need a document? Request it in seconds.

• Send a simple upload link

• Clients don’t need to log in

• Automatically saved to the correct folder

• Email notification when files arrive

• Add deadlines when required

🗂️ Folder Structure Templates

Create preset folder systems that auto-generate for new clients or projects.

• Unlimited custom templates

• Auto-create folders & sample files

• Perfect for client onboarding or case types

🔄 File Versioning

Upload new versions without losing the old ones.

• Time-stamped version history

• Revert anytime

• Download all versions as ZIP

• Perfect for contracts, drafts & revisions

🗃️ No File Size or Type Limits

Upload massive files without restrictions.

• Tested with files over 2GB

• Chunked uploading for smooth transfer

• Restrict or allow specific file types

📦 Download Folders as ZIP

Give clients everything they need in one neat package.

• Pre-load complete folder sets

• Clients download the entire pack in one click

Ready to Transform Your Client File Management?

Experience a secure, branded file-sharing portal built for consultants, advisers & immigration professionals.

👉 Book a Free Demo
👉 Explore the Full Feature List
📩 Send a Query