thewallet.aiToo many channels
Files arrive through email, chat, shared drives, and one-off attachments.
One controlled record for every client
Build secure client document packs in minutes
Collect, organize, sign, and share client documents without chasing files across email, chat, and folders.
Client pack
Northstar Consulting
Contract
1 ready
Identity
2 ready
Invoices
3 ready
Receipts
2 files
Controlled
The friction
Client documents should not live in scattered inboxes
Unclear final versions
Teams lose time checking which document is current and ready to deliver.
Repeated client requests
Clients ask again for files that were shared earlier but are now hard to find.
Folders lack context
A shared folder alone does not create a trusted delivery record.
Workflow
From scattered files to one client-ready pack
Build the record around the client or matter, then keep it useful as documents change.
Create a client pack
Start a controlled pack for one client, project, application, or transaction.
Add or request documents
Upload what you have and request missing files without losing the pack context.
Let AI organize
Use AI-assisted labels and grouping to make the pack easier to review.
Share with access control
Deliver a secure client copy and update or revoke access when needed.
A document pack is not just a shared folder. It is a controlled record built around a client, project, or transaction.
A cleaner handoff for your team and your client
One pack per client
Keep the documents and context for each matter together.
Secure sharing
Replace scattered attachments with one controlled delivery.
AI-assisted organization
Get useful labels and structure without rebuilding folders by hand.
Accessible client copy
Give clients a durable place to return to the records you delivered.
Access and audit trail
Control who can open the pack and retain a record of important actions.
Where it fits
Built for document-heavy client work
Immigration and visa
Passports, forms, supporting letters, and application evidence.
Accounting and tax
Invoices, receipts, statements, and supporting business records.
Insurance claims
Policies, claim forms, photos, receipts, and correspondence.
Rental and property
Identity, tenancy, income, inspection, and transaction documents.
Business onboarding and KYC
Company records, identity checks, approvals, and onboarding forms.
Questions
Client Document Pack FAQ
Is this a file storage tool?+
It includes secure document storage, but the pack is organized around a client, project, or transaction with sharing, access, and activity context.
Can clients upload missing documents?+
Yes. You can request missing items so new documents arrive in the right client workflow instead of a separate inbox thread.
Can I share a pack with external clients?+
Yes. A pack can be shared as a scoped client delivery without exposing the rest of your wallet.
Can I revoke access later?+
Yes. Access can be managed after sharing, which is useful when a project ends or a recipient changes.
Explore more workflows
Start with another focused workflow when your document needs grow.
Ready to build your trusted document wallet?
Start free and upgrade when your workflow grows.
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