2 Ways that Client Hub can be used for Secure File Sharing with Your Clients

Here we present our 2 models for how client service firms can leverage Client Hub for secure file sharing in the cloud with their clients. Our models explain all these facets of cloud file management:

• Receiving Files: Make it a drop-dead simple for clients to send files to the firm
• Providing Files: Empower client self-service for accessing deliverables from the firm
• Cloud File Storage: Secure, reliable file storage with easy access to internal staff

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Model 1: Client Hub File Manager (Recommended)

Set up:

• In Client Hub, create a workspace for a client and invite them to it.  File exchange is automatically enabled within the Messages, Client Tasks and File Manager features
• Create client-facing folders within Client Hub — under the Client Shared Folders in the File Manager
• Create internal folders for the client within Client Hub — under the Internal Folders (clients do not have access to this folder)

How it Works:

Receiving files:

• Clients simply send you files through Client Hub using our web platform or mobile apps via the Client Tasks, Conversations or the File Manager features
• Files from Client Tasks, Conversations can be organized into the Client Shared folders

Providing Files: Upload files to Client Hub’s Client Shared Folders for clients to access

Cloud File storage: Your secure file sharing with clients is solved seamlessly in Client Hub (and can be downloaded as needed or if your firm leaves the platform). No need for a 3rd party external cloud storage provider

Advantages of Model 1:

• Simplest solution to administer — everything is in Client Hub.  
• Your Clients get a branded, one-stop solution (Client Hub) to send and receive files
• Your team manages all files (internal and external) right in Client Hub

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Model 2: Using Client Hub with an External Cloud Storage Provider

Set Up:

• Choose a cloud storage provider (SmartVault / ShareFile / DropBox / Box / OneDrive etc.)* for your files
• In Client Hub, create a workspace for a client and invite them to it.  File exchange is automatically enabled within the Messages and Client Tasks features
• To share files (such as deliverables) with clients in a client-facing folder(s) of your external cloud storage provider, add a link to the external cloud storage folder in the Apps or Resources section of the workspace.

How it Works:

Receiving files:

• Clients simply send you files through Client Hub using our web platform or mobile apps
• For the ones you wish to download and store externally, simply download from Client Hub to the external cloud storage mapped folder on your local computer

Providing Files:

• For one-off files sent to your client (e.g. a screenshot), simply send them through the Messages section of Client Hub
• For deliverables, add them to your external cloud storage provider and clients can access these from Client Hub with the link in the Apps or Resources section

Advantages of Model 2:

• If you already have an external cloud storage provider as secure file sharing portal with clients, simply continue using it alongside Client Hub
• Your Clients get a branded, one-stop solution (Client Hub) to send and receive files, which links to this portal to retrieve their "permanent" files

*Client Hub does not have an integration with any external cloud storage providers.