PROFESSIONAL

NON-CUSTODIAL · CLIENT PORTAL

Turn Your Google DriveGoogle Drive into a Professional Client Portal

Consumer-Grade Ease|Institutional Trust|Frictionless Delivery

Stop sending raw Drive links. Deliver work with a white-glove experience that protects your Intellectual Property. Instantly revoke access when the engagement is completed.

Built for strategic advisors, fractional executives & process consultants

Link

Connect & Select

Connect your specific Google Drive folders. Import existing client documents directly into structured engagements.

Setup

Project Context

Turn loose files into a professional Project. Map your messy drive folders to a clean Client → Project hierarchy.

Protect

Intellectual Property Shield

Share sensitive Intellectual Property with self-destruct timers. Tag internal frameworks as 'Never Share' to prevent accidental leaks.

Deliver

White Glove

Deliver a branded, professional experience. No more 'Untitled Folder' links. Impress clients with a secure portal view.

Wrap

Project Close

One-click to lock a client folder to 'View Only'. Automatically package final deliverables and revoke access to drafts.

Audit

The Mirror

Instantly see every external email that has access to your proprietary folders. Find stale links and orphaned files.

INFRASTRUCTURE EVOLUTION

The firmä Transformation

NorthStar Agency
Service ProfessionalJordan Lee, Fractional CMO
Acme Group
Client ContactAvery Stone, Ops Director
BEFORE

Document Chaos

Inefficient, manual document sharing creates security gaps and friction.

NorthStar Agency
Service ProfessionalJordan Lee, Fractional CMO
firmä
Client portalAtop yourDrive
GOOGLE DRIVE
Acme Group
Client ContactAvery Stone, Ops Director
AFTER

The firmä Calm

firmä centralizes document management, allowing information to flow securely and seamlessly.

TARGET AUDIENCE

Who Is firmä For?

Built for marketing-led firms and leaders—fractional executives, marketing agencies, strategic consultants, and advisory partners—who run campaigns, retainers, and approvals on top of real deliverables. Same for audit, training, and other high-touch teams: you don’t just work in documents — you deliver your value through them.

01 / Strategic Partnership

Ongoing, high-trust advisory relationships. A permanent digital home for knowledge.

MONTHLY SESSIONS PERFORMANCE REVIEWS
02 / Consultation

One-time advisory engagement.

Strategy sessions, assessments, and structured reviews for high-stakes decisions.

03 / Project

Time-bound deliverable with clear milestones.

From website redesigns to product launches - keep every asset organized.

04 / Case Management

Specific matters requiring focused attention.

Ideal for legal matters and crisis management where documentation is sensitive.

05 / Audit & Review

Compliance work with structured docs.

Manage security audits and financial reviews with a clear, immutable trail.

06 / Corporate Training

Long-lived access for enterprise firms.

Securely distribute courseware and video assets with controlled expiration.

ENTERPRISE ACCESS
Trust Architecture

Your Business. Google DriveYour Drive.
Your Asset. Your Control.

Organize your files without holding them hostage.

Non-Custodial Design means if you leave firmä, your folders stay exactly as they are.

OWNERSHIP
Google DriveGoogle Drive Integration
OneDrive integration Coming Soon
Visit Trust Center
01 / CONNECTIVITY

You Own The Asset

We assume a Non-Custodial role. Files stay in your Google Drive. Connect your existing storage. If you leave, you retain everything exactly as is.

FULLY ENCRYPTED DIRECT-TO-DRIVE TUNNEL
02 / BRAND TRUST + IP SAFEGUARDS

Enterprise look for clients. IP Protection for you.

Eliminate "please resend the file" friction with a polished portal, logo, and brand system. Deliver a premium client experience while keeping raw Drive links out of circulation and protecting sensitive IP.

03 / ANALYTICS

Track views, downloads, and engagement across your portal in real-time.

Views
1.2K
Downloads
386
Engaged
74%
04 / PERMISSIONS

Ease of Governance

Self-destruct shares, internal-only tags, and engagement wrap-up automation — fewer zombie links, clearer IP boundaries.

POLICY ACTIVE
View-only
Client Review
Download
Internal Only
Reality Check

The Hidden Cost of Document Chaos

Inefficient document workflows are quietly draining your margins and exposing your firm to unnecessary risk.

Clients associate disorganized file sharing with amateur business practices.

Trust Erosion

Shared links remain active 1yr post-contract.

Zombie Links

of consulting IP is reused without ongoing payment.

Unpaid Usage

Client files are reshared to unauthorized emails.

Data Leakage

per week spent searching across email threads.

Lost Productivity

visibility into who is accessing your files right now.

Audit Trail
Brand Risk

Delivering Premium Strategy in a "New Folder (2)" Feels Wrong.

High-ticket clients expect a high-ticket experience. Stop sending messy Drive links and start delivering a professional portal that honors your expertise and your brand.

The 'Zip File' Dump

Overwhelms clients and looks amateur. Dilutes your value instantly.

Version Chaos

Using 'Strategy_Final_v2_EDIT.pdf'. High risk for execution errors.

Broken Experience

Commanding high-ticket fees with low-budget delivery mechanisms.